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Brady Martz Wealth Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brady Martz Wealth Solutions’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$22.4M Sell
845,526
-185,298
-18% -$4.91M 4.33% 4
2025
Q1 		$28.8M Sell
1,030,824
-42,926
-4% -$1.2M 6.53% 2
2024
Q4 		$29.5M Buy
+1,073,750
New +$29.5M 7.13% 3