BSTWA

Blake Schutter Theil Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,561	Closed	-$687K	–	116
2025 Q1	$687K	Buy	24,561 +4,715	+24%	+$132K	0.78%	35
2024 Q4	$542K	Buy	19,846 +13,249	+201%	+$362K	0.57%	43
2024 Q3	$558K	Buy	+6,597	New	+$558K	0.4%	69