Bull Oak Capital’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	$208K	Buy	+7,864	New	+$208K	0.09%	30
2025 Q1	–	Sell	-8,102	Closed	-$221K	–	27
2024 Q4	$221K	Sell	8,102 -526	-6%	-$14.4K	0.12%	22
2024 Q3	$243K	Buy	+8,628	New	+$243K	0.14%	24