Bernardo Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bernardo Wealth Planning’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	$652K	Buy
2025 Q2	$525K	Buy
2025 Q1	$389K	Buy
2024 Q4	$366K	Sell
2024 Q3	$376K	Buy
2024 Q2	$308K	Buy
2024 Q1	$210K	Buy
2021 Q1	–	Sell
2020 Q4	$524K	Buy