Clune & Associates’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	$1.02M	Buy	38,455 +1,736	+5%	+$46K	0.28%	82
2025 Q1	$1.03M	Buy	36,719 +3,755	+11%	+$105K	0.32%	77
2024 Q4	$901K	Buy	+32,964	New	+$901K	0.3%	76