Bond & Devick Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Buy	58,249 +670	+1%	+$21.3K	0.45%	34
2026 Q1	$1.77M	Sell	57,579 -225	-0.4%	-$6.83K	0.49%	31
2025 Q4	$1.59M	Buy	57,804 +894	+2%	+$24.3K	0.45%	30
2025 Q3	$1.55M	Sell	56,910 -2,715	-5%	-$74.1K	0.47%	30
2025 Q2	$1.58M	Buy	59,625 +24	+0%	+$627	0.53%	27
2025 Q1	$1.67M	Buy	59,601 +42,950	+258%	+$1.2M	0.6%	25
2024 Q4	$1.41M	Sell	16,651 -33,302	-67%	-$947K	0.6%	29
2024 Q3	$1.41M	Sell	49,953 -3,333	-6%	-$90.8K	0.6%	29
2024 Q2	$1.38M	Sell	53,286 -1,590	-3%	-$41.4K	0.74%	22
2024 Q1	$1.47M	Buy	54,876 +16,359	+42%	+$423K	0.8%	22
2023 Q4	$977K	Sell	38,517 -7,743	-17%	-$185K	0.56%	35
2023 Q3	$1.09M	Sell	46,260 -177	-0.4%	-$4.34K	0.7%	23
2023 Q2	$1.12M	Buy	46,437 +2,223	+5%	+$53.1K	0.7%	22
2023 Q1	$1.08M	Buy	44,214 +1,146	+3%	+$28.7K	0.69%	25
2022 Q4	$1.08M	Buy	43,068 +9,186	+27%	+$227K	0.77%	25
2022 Q3	$750K	Buy	33,882 +8,004	+31%	+$194K	0.62%	35
2022 Q2	$618K	Buy	25,878 +3,579	+16%	+$91K	0.54%	48
2022 Q1	$586K	Buy	22,299 +5,397	+32%	+$141K	0.47%	53
2021 Q4	$455K	Hold	16,902	–	–	0.34%	65
2021 Q3	$418K	Hold	16,902	–	–	0.35%	67
2021 Q2	$426K	Buy	16,902 +4,134	+32%	+$104K	0.35%	67
2021 Q1	$310K	Buy	12,768 +1,212	+10%	+$27.6K	0.29%	78
2020 Q4	$247K	Buy	+11,556	New	+$234K	0.28%	83