49 Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

49 Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$364K	Sell
2025 Q2	$427K	Sell
2025 Q1	$537K	Sell
2024 Q4	$535K	Sell
2024 Q3	$633K	Sell
2024 Q2	$584K	Buy
2024 Q1	$555K	Buy
2023 Q4	$419K	Buy