SWA

SFMG Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,441	Closed	-$252K	–	268
2023 Q1	$252K	Buy	+3,441	New	+$252K	0.03%	203
2018 Q4	–	Sell	-4,584	Closed	-$231K	–	149
2018 Q3	$231K	Buy	+4,584	New	+$231K	0.04%	120