Clear Point Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Point Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$721K	Sell
2025 Q1	$839K	Buy
2024 Q4	$809K	Buy
2024 Q3	$830K	Buy
2024 Q2	$756K	Hold
2024 Q1	$784K	Buy
2023 Q4	$732K	Buy