Sugarloaf Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sugarloaf Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$12.7K	Buy
2024 Q2	–	Sell
2024 Q1	$21.5K	Buy
2023 Q4	–	Sell
2023 Q3	$192K	Buy
2023 Q2	$189K	Buy
2023 Q1	–	Sell
2022 Q4	$6.91K	Buy
2022 Q3	$6K	Buy