Chokshi & Queen Wealth Advisors’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	$387K	Hold	14,620	–	–	0.22%	36
2025 Q1	$409K	Sell	14,620 -1,115	-7%	-$31.2K	0.25%	35
2024 Q4	$430K	Buy	+15,735	New	+$430K	0.27%	31