Wetzel 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
2024 Q3	–	Sell	-2,199	Closed	-$59.1K	–	745
2024 Q2	$59.1K	Hold	2,199	–	–	0.03%	220
2024 Q1	$55.6K	Hold	2,199	–	–	0.03%	241
2023 Q4	$56K	Buy	+2,199	New	+$56K	0.03%	237