Bernard 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 Q2	$9.27M	Sell	349,902 -12,195	-3%	-$323K	4.3%	5
2025 Q1	$10.1M	Sell	362,097 -9,361	-3%	-$262K	4.94%	4
2024 Q4	$10.1M	Buy	+371,458	New	+$10.1M	4.78%	4