Comprehensive Money Management Services’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	$460K	Sell	17,375 -800	-4%	-$21.2K	0.35%	98
2025 Q1	$508K	Sell	18,175 -1,095	-6%	-$30.6K	0.41%	88
2024 Q4	$526K	Buy	+19,270	New	+$526K	0.43%	85