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Keudell/Morrison Wealth Management
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 162,467 | 146,631 | 11,798,384,000 | 11,797,332,000 | $72,620.19 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 15,836 | 8,870 | 1,052,000 | 553,000 | $66.43 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 6,966 | 3,160 | 499,000 | 199,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 3,806 | 931 | 300,000 | 68,000 | $78.82 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 2,875 | 2,875 | 232,000 | 232,000 | $80.70 |
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