Coordinated Financial 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	$2.76M	Buy	103,986 +3,078	+3%	+$81.6K	1.91%	7
2025 Q1	$2.82M	Sell	100,908 -1,544	-2%	-$43.2K	2.16%	6
2024 Q4	$2.8M	Buy	+102,452	New	+$2.8M	2.18%	6
2024 Q2	$2.57M	Buy	99,030 +900	+0.9%	+$23.3K	2.2%	5
2024 Q1	$2.64M	Buy	+98,130	New	+$2.64M	2.3%	5