CBIZ Investment 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	$11.1K	Buy	418 +2	+0.5%	+$53	﹤0.01%	339
2025 Q1	$11.6K	Buy	+416	New	+$11.6K	﹤0.01%	298