Wealthstreet Investment 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
2021 Q2	–	Sell	-123,714	Closed	-$3.01M	–	276
2021 Q1	$3.01M	Buy	123,714 +15,450	+14%	+$376K	0.29%	79
2020 Q4	$2.32M	Buy	108,264 +59,505	+122%	+$1.27M	0.23%	98
2020 Q3	$899K	Buy	+48,759	New	+$899K	0.1%	160