Barry Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Barry Investment Advisors’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	$6.16M	Buy
2025 Q2	$5.5M	Buy
2025 Q1	$5.54M	Buy
2024 Q4	$4.5M	Buy
2024 Q3	$4.03M	Buy
2024 Q2	$2.78M	Buy
2024 Q1	$2.18M	Buy
2023 Q4	$938K	Buy