BKM Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BKM Wealth Management’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 Q2	$2.86M	Buy
2025 Q1	$2.67M	Buy
2024 Q4	$2.29M	Buy
2024 Q3	$1.78M	Buy
2024 Q2	$619K	Buy
2024 Q1	$449K	Buy
2023 Q4	$408K	Buy