Copley Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Sell
2025
Q2
$289K Sell
2025
Q1
$361K Sell
2024
Q4
$374K Buy
2024
Q3
$283K Buy