BRWM
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Blue Rock Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blue Rock Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$332K Sell
11,878
-142,914
-92% -$4M 0.28% 63
2024
Q4 		$4.23M Buy
+154,792
New +$4.23M 4.45% 5