Clark Financial Services Group’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	$3.49M	Buy	131,700 +1,062	+0.8%	+$28.1K	2.15%	12
2025 Q1	$3.65M	Sell	130,638 -404	-0.3%	-$11.3K	2.53%	8
2024 Q4	$3.58M	Sell	131,042 -1,771	-1%	-$48.4K	2.74%	11
2024 Q3	$3.74M	Buy	+132,813	New	+$3.74M	3.4%	7
2022 Q1	$6.7M	Buy	+254,751	New	+$6.7M	4.91%	7