Wambolt & Associates’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
2023
Q2
Sell
-54,090
Closed -$1.33M 263
2023
Q1
$1.33M Buy
+54,090
New +$1.33M 0.47% 75