1620 Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	7,878 +2	+0%	+$53	0.15%	145
2025 Q1	$220K	Buy	7,876 +2	+0%	+$56	0.17%	139
2024 Q4	$215K	Buy	7,874 +1,127	+17%	+$30.8K	0.16%	147
2024 Q3	$190K	Buy	6,747 +3	+0%	+$85	0.14%	157
2024 Q2	$175K	Buy	+6,744	New	+$175K	0.13%	164