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

Adapt Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.89M	Sell
2025 Q2	$2.8M	Sell
2025 Q1	$3.04M	Sell
2024 Q4	$3M	Sell
2024 Q3	$3.22M	Sell
2024 Q2	$3.04M	Buy
2024 Q1	$3.12M	Buy