Clearview Wealth Advisors’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 Q4	$728K	Sell	26,527 -8,269	-24%	-$225K	0.46%	45
2025 Q3	$950K	Sell	34,796 -1,660	-5%	-$45.3K	0.61%	39
2025 Q2	$966K	Sell	36,456 -132	-0.4%	-$3.45K	0.67%	34
2025 Q1	$1.02M	Sell	36,588 -15,733	-30%	-$439K	0.76%	30
2024 Q4	$1.43M	Sell	52,321 -11,840	-18%	-$337K	1.09%	24
2024 Q3	$1.81M	Sell	64,161 -19,335	-23%	-$527K	1.39%	18
2024 Q2	$2.16M	Sell	83,496 -69,573	-45%	-$1.81M	1.89%	14
2024 Q1	$4.11M	Buy	153,069 +11,112	+8%	+$287K	4.2%	4
2023 Q4	$3.6M	Buy	141,957 +2,421	+2%	+$57.7K	4.2%	2
2023 Q3	$3.29M	Buy	139,536 +13,623	+11%	+$334K	4.08%	2
2023 Q2	$3.05M	Sell	125,913 -23,007	-15%	-$550K	3.1%	2
2023 Q1	$3.63M	Sell	148,920 -355,926	-71%	-$8.9M	3.68%	2
2022 Q4	$12.7M	Sell	504,846 -140,505	-22%	-$3.47M	9.82%	1
2022 Q3	$14.3M	Buy	645,351 +63,057	+11%	+$1.53M	11.33%	1
2022 Q2	$13.9M	Buy	582,294 +432,219	+288%	+$11M	10.42%	2
2022 Q1	$3.95M	Buy	150,075 +139,074	+1,264%	+$3.64M	2.59%	7
2021 Q4	$296K	Sell	11,001 -882	-7%	-$22.9K	0.18%	96
2021 Q3	$294K	Sell	11,883 -35,700	-75%	-$907K	0.19%	99
2021 Q2	$1.2M	Buy	47,583 +16,965	+55%	+$428K	0.74%	32
2021 Q1	$744K	Buy	30,618 +27,006	+748%	+$614K	0.48%	46
2020 Q4	$77K	Buy	+3,612	New	+$73.2K	0.05%	160