Capital Advisory Group Advisory Services’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	$1.15M	Buy	43,292 +5,821	+16%	+$154K	0.41%	67
2025 Q1	$1.05M	Buy	37,471 +5,379	+17%	+$150K	0.4%	71
2024 Q4	$877K	Buy	+32,092	New	+$877K	0.31%	79