Womack Financial LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.43M Sell
2025
Q2
$7.93M Hold
2025
Q1
$7.93M Sell
2024
Q4
$7.76M Buy