YorkBridge Wealth Partners’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
2022 Q4	$1.5M	Buy	59,682 +3,678	+7%	+$92.6K	0.38%	66
2022 Q3	$1.24M	Sell	56,004 -6,255	-10%	-$138K	0.32%	71
2022 Q2	$1.49M	Buy	62,259 +12,801	+26%	+$306K	0.39%	61
2022 Q1	$1.3M	Buy	49,458 +1,572	+3%	+$41.4K	0.29%	73
2021 Q4	$1.29M	Buy	47,886 +4,302	+10%	+$116K	0.29%	73
2021 Q3	$1.08M	Buy	43,584 +1,194	+3%	+$29.6K	0.27%	77
2021 Q2	$1.07M	Sell	42,390 -360	-0.8%	-$9.07K	0.28%	75
2021 Q1	$1.04M	Buy	42,750 +2,622	+7%	+$63.7K	0.31%	74
2020 Q4	$858K	Buy	40,128 +6,537	+19%	+$140K	0.29%	73
2020 Q3	$619K	Sell	33,591 -234	-0.7%	-$4.31K	0.26%	80
2020 Q2	$583K	Sell	33,825 -321	-0.9%	-$5.53K	0.27%	81
2020 Q1	$512K	Sell	34,146 -3,543	-9%	-$53.1K	0.31%	81
2019 Q4	$728K	Buy	37,689 +945	+3%	+$18.3K	0.33%	78
2019 Q3	$671K	Buy	36,744 +504	+1%	+$9.2K	0.34%	78
2019 Q2	$641K	Sell	36,240 -426	-1%	-$7.54K	0.28%	82
2019 Q1	$639K	Sell	36,666 -1,347	-4%	-$23.5K	0.29%	78
2018 Q4	$595K	Buy	38,013 +6,210	+20%	+$97.2K	0.31%	79
2018 Q3	$563K	Sell	31,803 -447	-1%	-$7.91K	0.26%	91
2018 Q2	$530K	Buy	32,250 +3	+0%	+$49	0.23%	95
2018 Q1	$529K	Sell	32,247 -1,824	-5%	-$29.9K	0.24%	95
2017 Q4	$567K	Buy	34,071 +18,006	+112%	+$300K	0.27%	88
2017 Q3	$251K	Sell	16,065 -5,790	-26%	-$90.5K	0.13%	152
2017 Q2	$329K	Buy	21,855 +567	+3%	+$8.54K	0.17%	120
2017 Q1	$317K	Buy	21,288 +2,535	+14%	+$37.7K	0.17%	122
2016 Q4	$270K	Buy	+18,753	New	+$270K	0.16%	126