Castle Rock Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Castle Rock Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$252K	Buy
2025 Q2	$248K	Buy
2023 Q4	–	Sell
2023 Q3	$200K	Buy