BSW Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BSW Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$220K	Buy
2025 Q2	$210K	Sell
2025 Q1	$263K	Buy
2024 Q4	–	Sell
2024 Q3	$220K	Sell
2024 Q2	$205K	Hold
2024 Q1	$212K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy