Beckerman Institutional’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 Q2	$3.03M	Buy	114,440 +9,555	+9%	+$253K	2.01%	12
2025 Q1	$2.93M	Buy	104,885 +4,817	+5%	+$135K	2.12%	9
2024 Q4	$2.73M	Buy	100,068 +5,517	+6%	+$151K	2.19%	9
2024 Q3	$2.66M	Buy	+94,551	New	+$2.66M	2.24%	10