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Anderson Financial Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Anderson Financial Strategies’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,875
Closed -$52.4K – 170
2025
Q1 		$52.4K Hold
1,875
– – 0.03% 104
2024
Q4 		$51.2K Buy
+1,875
New +$51.2K 0.03% 64