4A
SCHD icon

4Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

4Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,786
Closed -$413K – 135
2025
Q1 		$413K Sell
14,786
-3,583
-20% -$100K 0.45% 79
2024
Q4 		$502K Buy
+18,369
New +$502K 0.5% 69