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Code Waechter’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Code Waechter’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$932K Hold
35,175
– – 0.66% 28
2025
Q1 		$983K Sell
35,175
-58
-0.2% -$1.62K 0.81% 25
2024
Q4 		$963K Buy
35,233
+23,508
+200% +$642K 0.84% 28
2024
Q3 		$991K Buy
+11,725
New +$991K 0.94% 26