Caliber Wealth Management (Kansas)’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	$4.78M	Sell	180,215 -2,427	-1%	-$64.3K	0.51%	38
2025 Q1	$5.11M	Buy	+182,642	New	+$5.11M	0.7%	30