True North Advisors’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
Q4
Sell
-62,478
Closed -$1.38M 191
2022
Q3
$1.38M Buy
+62,478
New +$1.38M 0.45% 55