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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
2025
Q1
$441K Buy
2024
Q4
$414K Hold
2024
Q3
$427K Hold
2024
Q2
$393K Hold
2024
Q1
$407K Buy
2023
Q4
$337K Hold
2023
Q3
$313K Hold
2023
Q2
$321K Buy