Badgley Phelps Wealth Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$739K	Buy
2025 Q2	$715K	Buy
2025 Q1	$753K	Sell
2024 Q4	$762K	Sell
2024 Q3	$860K	Buy
2024 Q2	$503K	Buy
2024 Q1	$279K	Sell
2023 Q4	$296K	Buy
2023 Q3	$252K	Buy