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Claris Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Claris Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,983
Closed -$519K – 160
2025
Q1 		$519K Hold
18,983
– – 0.34% 75
2024
Q4 		$519K Buy
+18,983
New +$519K 0.34% 75