Wipfli Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wipfli Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5M	Sell
2022 Q2	$5.94M	Sell
2022 Q1	$8.07M	Sell
2021 Q4	$8.33M	Sell
2021 Q3	$8.64M	Sell
2021 Q2	$8.96M	Sell
2021 Q1	$8.79M	Buy
2020 Q4	$7.33M	Buy