AssuredPartners Investment Advisors’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	$351K	Sell	13,263 -160,581	-92%	-$4.26M	0.09%	169
2025 Q1	$4.86M	Buy	173,844 +8,932	+5%	+$250K	0.94%	22
2024 Q4	$4.51M	Buy	+164,912	New	+$4.51M	0.88%	26