Callan 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 Q1	$290K	Buy	10,363 +488	+5%	+$13.6K	0.02%	293
2024 Q4	$270K	Sell	9,875 -1	-0%	-$27	0.02%	272
2024 Q3	$278K	Sell	9,876 -9,678	-49%	-$273K	0.02%	276
2024 Q2	$507K	Buy	+19,554	New	+$507K	0.04%	157