Clear Perspective Advisors, LLC: SCHD [Rocket]

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Clear Perspective Advisors, LLC > SCHD

Date	Name	Ticker	Shares	Change	Value	Change	Price
12/31/2021	Schwab US Dividend Equity ETF	SCHD	296,111	4,882	23,935,000	2,314,000	$80.83
09/30/2021	Schwab US Dividend Equity ETF	SCHD	291,229	10,072	21,621,000	360,000	$74.24
06/30/2021	Schwab US Dividend Equity ETF	SCHD	281,157	14,635	21,261,000	1,826,000	$75.62
03/31/2021	Schwab US Dividend Equity ETF	SCHD	266,522	4,827	19,435,000	2,650,000	$72.92
12/31/2020	Schwab US Dividend Equity ETF	SCHD	261,695	11,433	16,785,000	16,576,000	$64.14
09/30/2020	Schwab US Dividend Equity ETF	SCHD	250,262	-5,948	209,000	-13,050,000	$0.84
06/30/2020	Schwab US Dividend Equity ETF	SCHD	256,210	6,433	13,259,000	2,024,000	$51.75
03/31/2020	Schwab US Dividend Equity ETF	SCHD	249,777	185,892	11,235,000	7,535,000	$44.98
12/31/2019	Schwab US Dividend Equity ETF	SCHD	63,885	18,696	3,700,000	1,225,000	$57.92
09/30/2019	Schwab US Dividend Equity ETF	SCHD	45,189	13,458	2,475,000	791,000	$54.77
06/30/2019	Schwab US Dividend Equity ETF	SCHD	31,731	5,073	1,684,000	290,000	$53.07
03/31/2019	Schwab US Dividend Equity ETF	SCHD	26,658	3,136	1,394,000	289,000	$52.29
12/31/2018	Schwab US Dividend Equity ETF	SCHD	23,522	3,700	1,105,000	54,000	$46.98
09/30/2018	Schwab US Dividend Equity ETF	SCHD	19,822	2,179	1,051,000	181,000	$53.02
06/30/2018	Schwab US Dividend Equity ETF	SCHD	17,643	765	870,000	42,000	$49.31
03/31/2018	Schwab US Dividend Equity ETF	SCHD	16,878	2,700	828,000	103,000	$49.06
12/31/2017	Schwab US Dividend Equity ETF	SCHD	14,178	5,853	725,000	335,000	$51.14
09/30/2017	Schwab US Dividend Equity ETF	SCHD	8,325	3,560	390,000	175,000	$46.85
06/30/2017	Schwab US Dividend Equity ETF	SCHD	4,765	3,385	215,000	153,000	$45.12
03/31/2017	Schwab US Dividend Equity ETF	SCHD	1,380	1,380	62,000	62,000	$44.93
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