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Core Wealth Advisors, Inc.
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 15,163 | 4,764 | 1,101,158,000 | 315,596,000 | $72,621.38 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 10,399 | 2,018 | 785,562,000 | 785,005,000 | $75,542.07 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 8,381 | 390 | 557,000 | -15,000 | $66.46 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 7,991 | -370 | 572,000 | -88,000 | $71.58 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 8,361 | 861 | 660,000 | 54,000 | $78.94 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 7,500 | 307 | 606,000 | 72,000 | $80.80 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 7,193 | 257 | 534,000 | 9,000 | $74.24 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 6,936 | -115 | 525,000 | 11,000 | $75.69 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 7,051 | -25,095 | 514,000 | -1,548,000 | $72.90 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 32,146 | -37,544 | 2,062,000 | -1,792,000 | $64.14 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 69,690 | 6,104 | 3,854,000 | 563,000 | $55.30 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 63,586 | 61,716 | 3,291,000 | 3,207,000 | $51.76 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 1,870 | 1,870 | 84,000 | 84,000 | $44.92 |
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