Truepoint Inc’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
2024 Q1	–	Sell	-39,321	Closed	-$998K	–	221
2023 Q4	$998K	Buy	39,321 +1,551	+4%	+$39.4K	0.03%	78
2023 Q3	$891K	Buy	37,770 +8,877	+31%	+$209K	0.03%	83
2023 Q2	$699K	Buy	+28,893	New	+$699K	0.02%	84