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

Alteri Wealth’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 		$242K Hold
9,138
– – 0.09% 236
2025
Q1 		$255K Sell
9,138
-351
-4% -$9.81K 0.11% 209
2024
Q4 		$259K Buy
+9,489
New +$259K 0.07% 204