Axis Wealth Partners’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	$3.86M	Buy	145,472 +3,242	+2%	+$85.9K	2.53%	5
2025 Q1	$3.98M	Buy	142,230 +1,285	+0.9%	+$35.9K	2.94%	5
2024 Q4	$3.85M	Buy	+140,945	New	+$3.85M	3.25%	5