SWA

Sutton 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 Q3	$319K	Buy	4,513 +1	+0%	+$71	0.16%	84
2023 Q2	$328K	Buy	4,512 +10	+0.2%	+$726	0.16%	80
2023 Q1	$329K	Sell	4,502 -236	-5%	-$17.3K	0.18%	77
2022 Q4	$358K	Hold	4,738	–	–	0.14%	114
2022 Q3	$315K	Hold	4,738	–	–	0.13%	124
2022 Q2	$339K	Hold	4,738	–	–	0.13%	111
2022 Q1	$374K	Sell	4,738 -124	-3%	-$9.78K	0.13%	114
2021 Q4	$393K	Buy	4,862 +228	+5%	+$18.4K	0.13%	112
2021 Q3	$344K	Hold	4,634	–	–	0.13%	119
2021 Q2	$350K	Buy	4,634 +1	+0%	+$76	0.13%	117
2021 Q1	$338K	Hold	4,633	–	–	0.13%	117
2020 Q4	$297K	Hold	4,633	–	–	0.13%	122
2020 Q3	$256K	Hold	4,633	–	–	0.12%	123
2020 Q2	$240K	Buy	4,633 +10	+0.2%	+$518	0.13%	122
2020 Q1	$208K	Hold	4,623	–	–	0.13%	125
2019 Q4	$268K	Hold	4,623	–	–	0.14%	121
2019 Q3	$253K	Hold	4,623	–	–	0.14%	119
2019 Q2	$245K	Hold	4,623	–	–	0.14%	121
2019 Q1	$242K	Hold	4,623	–	–	0.14%	117
2018 Q4	$217K	Hold	4,623	–	–	0.14%	117
2018 Q3	$245K	Hold	4,623	–	–	0.16%	106
2018 Q2	$228K	Buy	4,623 +83	+2%	+$4.09K	0.16%	110
2018 Q1	$223K	Hold	4,540	–	–	0.16%	115
2017 Q4	$232K	Hold	4,540	–	–	0.17%	111
2017 Q3	$212K	Hold	4,540	–	–	0.16%	108
2017 Q2	$205K	Buy	4,540 +7	+0.2%	+$316	0.16%	108
2017 Q1	$202K	Hold	4,533	–	–	0.17%	103
2016 Q4	$198K	Buy	4,533 +31	+0.7%	+$1.35K	0.18%	100
2016 Q3	$190K	Hold	4,502	–	–	0.17%	101
2016 Q2	$187K	Hold	4,502	–	–	0.18%	97
2016 Q1	$180K	Buy	+4,502	New	+$180K	0.17%	98