Accredited Wealth Management’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	$6.95M	Buy	262,398 +14,424	+6%	+$382K	5.63%	4
2025 Q1	$6.93M	Buy	247,974 +16,770	+7%	+$469K	5.86%	4
2024 Q4	$6.32M	Buy	+231,204	New	+$6.32M	5.53%	4