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Barrett & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Barrett & Company’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 		$60K Buy
2,264
+566
+33% +$15K 0.02% 274
2025
Q1 		$47.5K Buy
1,698
+341
+25% +$9.54K 0.02% 278
2024
Q4 		$37.1K Buy
1,357
+145
+12% +$3.96K 0.02% 310
2024
Q3 		$34.1K Buy
+1,212
New +$34.1K 0.01% 309