Trellis Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Trellis Advisors’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
2023 Q3	–	Sell
2023 Q2	$282K	Hold
2023 Q1	$284K	Hold
2022 Q4	$293K	Hold
2022 Q3	$258K	Hold
2022 Q2	$278K	Hold
2022 Q1	$306K	Hold
2021 Q4	$314K	Buy