BXM Wealth’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	$1.52M	Buy	57,276 +9,992	+21%	+$265K	1.8%	14
2025 Q1	$1.31M	Buy	47,284 +2,081	+5%	+$57.7K	1.58%	20
2024 Q4	$1.23M	Buy	+45,203	New	+$1.23M	1.73%	17