BlueStem Wealth Partners’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	$2.39M	Buy	90,242 +17,174	+24%	+$455K	0.29%	37
2025 Q1	$2.04M	Buy	73,068 +5,294	+8%	+$148K	0.28%	34
2024 Q4	$1.85M	Buy	+67,774	New	+$1.85M	0.24%	35