News + Filings Holdings
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Graves-Light Private Wealth Management, Inc.
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 207,588 | 24,271 | 15,075,038,000 | 1,227,281,000 | $72,619.99 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 183,317 | 183,317 | 13,847,757,000 | 13,847,757,000 | $75,539.95 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 0 | -171,923 | 0 | -12,315,000 | |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 171,923 | 14,691 | 12,315,000 | -89,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 157,232 | 70,801 | 12,404,000 | 5,868,000 | $78.89 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 86,431 | 1,063 | 6,536,000 | 311,000 | $75.62 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 85,368 | 4,234 | 6,225,000 | 1,021,000 | $72.92 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 81,134 | 81,134 | 5,204,000 | 5,204,000 | $64.14 |
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