WG
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Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,700
Closed -$226K – 161
2024
Q2 		$226K Hold
8,700
– – 0.16% 137
2024
Q1 		$234K Buy
+8,700
New +$234K 0.18% 128