BankPlus Wealth Management’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 Q1	–	Sell	-14,621	Closed	-$399K	–	102
2024 Q4	$399K	Buy	+14,621	New	+$399K	0.3%	70