Commonwealth Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Commonwealth Financial Services’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy
2025 Q4	$561K	Sell
2025 Q3	$563K	Sell
2025 Q2	$600K	Buy
2025 Q1	$273K	Buy
2024 Q4	$263K	Buy
2024 Q3	$218K	Buy
2023 Q4	–	Sell
2023 Q3	$262K	Buy