ZF
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Zega Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Zega Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,166
Closed -$219K – 126
2024
Q1 		$219K Sell
8,166
-1,425
-15% -$38.3K 0.08% 90
2023
Q4 		$243K Buy
+9,591
New +$243K 0.08% 88