Avantra Family Wealth’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	$579K	Sell	21,836 -1,152	-5%	-$30.5K	0.48%	57
2025 Q1	$643K	Sell	22,988 -1,152	-5%	-$32.2K	0.62%	57
2024 Q4	$659K	Buy	+24,140	New	+$659K	0.62%	54