Winslow Evans & Crocker’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$63K	Buy	2,985 +300	+11%	+$6.08K	0.01%	545
2020 Q3	$49K	Hold	2,685	–	–	0.01%	462
2020 Q2	$46K	Sell	2,685 -3	-0.1%	-$51	0.01%	477
2020 Q1	$42K	Hold	2,688	–	–	0.01%	455
2019 Q4	$52K	Hold	2,688	–	–	0.01%	497
2019 Q3	$50K	Hold	2,688	–	–	0.01%	501
2019 Q2	$48K	Sell	2,688 -600	-18%	-$10.6K	0.01%	516
2019 Q1	$58K	Buy	3,288 +588	+22%	+$9.89K	0.02%	468
2018 Q4	$44K	Hold	2,700	–	–	0.01%	477
2018 Q3	$48K	Hold	2,700	–	–	0.01%	492
2018 Q2	$46K	Hold	2,700	–	–	0.01%	517
2018 Q1	$44.1K	Hold	2,700	–	–	0.01%	507
2017 Q4	$46.1K	Hold	2,700	–	–	0.01%	510
2017 Q3	$42.1K	Sell	2,700 -900	-25%	-$13.8K	0.01%	516
2017 Q2	$54.1K	Hold	3,600	–	–	0.01%	543
2017 Q1	$53.5K	Buy	3,600 +300	+9%	+$4.42K	0.02%	523
2016 Q4	$47.9K	Hold	3,300	–	–	0.01%	547
2016 Q3	$46.5K	Buy	3,300 +1,722	+109%	+$24.3K	0.01%	552
2016 Q2	$21.8K	Buy	1,578 +903	+134%	+$12.2K	0.01%	684
2016 Q1	$9.02K	Sell	675 -3	-0.4%	-$38	﹤0.01%	902
2015 Q4	$8.68K	Hold	678	–	–	﹤0.01%	943
2015 Q3	$8.09K	Hold	678	–	–	﹤0.01%	936
2015 Q2	$8.62K	Buy	+678	New	+$8.97K	﹤0.01%	962