Waypoint Capital 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
2023 Q2	–	Sell	-13,383	Closed	-$326K	–	133
2023 Q1	$326K	Buy	13,383 +99	+0.7%	+$2.41K	0.11%	108
2022 Q4	$334K	Buy	+13,284	New	+$334K	0.12%	103