Alpine Bank 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
$176K Hold
6,636
0.03% 156
2025
Q1
$186K Buy
+6,636
New +$186K 0.03% 145
2024
Q3
$187K Buy
+6,636
New +$187K 0.03% 152