Wolff Financial Management’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
2023 Q2	–	Sell	-9,297	Closed	-$227K	–	81
2023 Q1	$227K	Buy	9,297 +3	+0%	+$73	0.08%	93
2022 Q4	$234K	Buy	9,294 +3	+0%	+$76	0.09%	92
2022 Q3	$205K	Hold	9,291	–	–	0.09%	96
2022 Q2	$222K	Buy	+9,291	New	+$222K	0.1%	95