TFO Wealth Partners’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
Q2
Sell
-5,727
Closed -$151K 508
2022
Q1
$151K Buy
+5,727
New +$151K 0.03% 48