Gradient Capital Advisors, LLC: SCHD [Rocket]

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Gradient Capital Advisors, LLC > SCHD

Date	Name	Ticker	Shares	Change	Value	Change	Price
12/31/2022	Schwab US Dividend Equity ETF	SCHD	24,919	4,828	1,882,386,000	1,881,051,000	$75,540.19
09/30/2022	Schwab US Dividend Equity ETF	SCHD	20,091	3,400	1,335,000	139,000	$66.45
06/30/2022	Schwab US Dividend Equity ETF	SCHD	16,691	234	1,196,000	-102,000	$71.66
03/31/2022	Schwab US Dividend Equity ETF	SCHD	16,457	1,139	1,298,000	60,000	$78.87
12/31/2021	Schwab US Dividend Equity ETF	SCHD	15,318	779	1,238,000	139,000	$80.82
06/30/2021	Schwab US Dividend Equity ETF	SCHD	14,539	4,531	1,099,000	369,000	$75.59
03/31/2021	Schwab US Dividend Equity ETF	SCHD	10,008	657	730,000	130,000	$72.94
12/31/2020	Schwab US Dividend Equity ETF	SCHD	9,351	886	600,000	132,000	$64.16
09/30/2020	Schwab US Dividend Equity ETF	SCHD	8,465	570	468,000	59,000	$55.29
06/30/2020	Schwab US Dividend Equity ETF	SCHD	7,895	-53	409,000	52,000	$51.80
03/31/2020	Schwab US Dividend Equity ETF	SCHD	7,948	-805	357,000	-150,000	$44.92
12/31/2019	Schwab US Dividend Equity ETF	SCHD	8,753	-254	507,000	14,000	$57.92
09/30/2019	Schwab US Dividend Equity ETF	SCHD	9,007	-363	493,000	-4,000	$54.74
06/30/2019	Schwab US Dividend Equity ETF	SCHD	9,370	-1,397	497,000	-66,000	$53.04
03/31/2019	Schwab US Dividend Equity ETF	SCHD	10,767	-318	563,000	42,000	$52.29
12/31/2018	Schwab US Dividend Equity ETF	SCHD	11,085	6	521,000	-66,000	$47.00
09/30/2018	Schwab US Dividend Equity ETF	SCHD	11,079	74	587,000	45,000	$52.98
06/30/2018	Schwab US Dividend Equity ETF	SCHD	11,005	-271	542,000	-11,000	$49.25
03/31/2018	Schwab US Dividend Equity ETF	SCHD	11,276	63	553,000	-21,000	$49.04
12/31/2017	Schwab US Dividend Equity ETF	SCHD	11,213	11,213	574,000	574,000	$51.19
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