Copley Financial Group’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	$289K	Sell	10,900 -2,026	-16%	-$53.7K	0.21%	88
2025 Q1	$361K	Sell	12,926 -761	-6%	-$21.3K	0.28%	82
2024 Q4	$374K	Buy	13,687 +3,628	+36%	+$99.1K	0.29%	84
2024 Q3	$283K	Buy	+10,059	New	+$283K	0.26%	82