UWS
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Unique Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Unique Wealth Strategies’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$8.15K Buy
+101
New +$8.15K ﹤0.01% 341
2024
Q1 		– Sell
-5,500
Closed -$419K – 209
2023
Q4 		$419K Buy
+5,500
New +$419K 0.28% 116