BWMG
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Barnes Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Barnes Wealth Management Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.22M Sell
83,666
-537
-0.6% -$14.2K 1.31% 22
2025
Q1 		$2.35M Buy
84,203
+13,411
+19% +$375K 1.51% 17
2024
Q4 		$1.93M Buy
+70,792
New +$1.93M 1.3% 22