Castle Rock Wealth Management’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	$248K	Buy	+9,146	New	+$248K	0.06%	226
2023 Q4	–	Sell	-8,643	Closed	-$200K	–	236
2023 Q3	$200K	Buy	+8,643	New	+$200K	0.07%	209