TAP Consulting’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	$324K	Buy	11,866 +115	+1%	+$3.27K	0.07%	129
2024 Q3	$331K	Buy	11,751 +3,945	+51%	+$107K	0.07%	133
2024 Q2	$202K	Buy	+7,806	New	+$203K	0.04%	153
2022 Q4	–	Sell	-16,518	Closed	-$366K	–	133
2022 Q3	$366K	Buy	16,518 +234	+1%	+$5.68K	0.1%	102
2022 Q2	$389K	Sell	16,284 -6,417	-28%	-$163K	0.11%	95
2022 Q1	$597K	Sell	22,701 -10,986	-33%	-$288K	0.16%	85
2021 Q4	$908K	Sell	33,687 -19,833	-37%	-$515K	0.21%	82
2021 Q3	$1.32M	Sell	53,520 -9,483	-15%	-$241K	0.36%	69
2021 Q2	$1.59M	Sell	63,003 -966	-2%	-$24.4K	0.45%	60
2021 Q1	$1.55M	Sell	63,969 -765	-1%	-$17.4K	0.48%	56
2020 Q4	$1.38M	Buy	64,734 +16,686	+35%	+$338K	0.5%	56
2020 Q3	$886K	Buy	48,048 +33,546	+231%	+$617K	0.35%	62
2020 Q2	$250K	Buy	+14,502	New	+$245K	0.12%	105