Walden 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
2024
Q2
$817K Hold
31,524
0.46% 35
2024
Q1
$827K Hold
31,524
0.48% 33
2023
Q4
$800K Buy
+31,524
New +$800K 0.5% 35