SignalPoint Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$851K	Buy	31,160 +923	+3%	+$26.2K	0.21%	89
2024 Q3	$849K	Buy	30,237 +78	+0.3%	+$2.13K	0.2%	101
2024 Q2	$782K	Buy	30,159 +648	+2%	+$16.9K	0.21%	104
2024 Q1	$793K	Buy	29,511 +45	+0.2%	+$1.16K	0.22%	96
2023 Q4	$747K	Buy	29,466 +153	+0.5%	+$3.65K	0.22%	96
2023 Q3	$691K	Buy	29,313 +4,509	+18%	+$111K	0.22%	93
2023 Q2	$600K	Buy	24,804 +546	+2%	+$13K	0.18%	111
2023 Q1	$592K	Buy	24,258 +756	+3%	+$18.9K	0.19%	103
2022 Q4	$592K	Buy	23,502 +525	+2%	+$13K	0.21%	102
2022 Q3	$508K	Buy	22,977 +261	+1%	+$6.34K	0.19%	105
2022 Q2	$542K	Buy	22,716 +534	+2%	+$13.6K	0.2%	106
2022 Q1	$583K	Buy	22,182 +552	+3%	+$14.5K	0.18%	111
2021 Q4	$582K	Buy	21,630 +54	+0.3%	+$1.4K	0.18%	115
2021 Q3	$534K	Buy	21,576 +330	+2%	+$8.39K	0.17%	122
2021 Q2	$536K	Buy	21,246 +186	+0.9%	+$4.7K	0.17%	121
2021 Q1	$512K	Sell	21,060 -24	-0.1%	-$546	0.18%	118
2020 Q4	$451K	Sell	21,084 -228	-1%	-$4.62K	0.17%	122
2020 Q3	$393K	Buy	21,312 +1,188	+6%	+$21.9K	0.16%	126
2020 Q2	$347K	Sell	20,124 -1,605	-7%	-$27.1K	0.16%	131
2020 Q1	$326K	Buy	21,729 +3,051	+16%	+$54.8K	0.17%	110
2019 Q4	$361K	Buy	18,678 +582	+3%	+$10.9K	0.15%	129
2019 Q3	$330K	Buy	18,096 +1,533	+9%	+$27.4K	0.15%	148
2019 Q2	$293K	Buy	16,563 +1,284	+8%	+$22.6K	0.14%	172
2019 Q1	$266K	Buy	15,279 +1,665	+12%	+$28K	0.12%	181
2018 Q4	$213K	Buy	13,614 +993	+8%	+$16.6K	0.1%	190
2018 Q3	$223K	Buy	+12,621	New	+$218K	0.1%	198