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

Centricity Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Sell
25,575
-4,230
-14% -$112K 0.54% 36
2025
Q1 		$833K Sell
29,805
-9,942
-25% -$278K 0.76% 26
2024
Q4 		$1.09M Buy
+39,747
New +$1.09M 1.01% 20