Siena Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$667K Buy
30,135
+18
+0.1% +$398 0.43% 45
2022
Q2
$719K Buy
30,117
+18
+0.1% +$430 0.44% 45
2022
Q1
$792K Buy
30,099
+9
+0% +$237 0.45% 44
2021
Q4
$811K Buy
+30,090
New +$811K 0.46% 47