Creekside Partners’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	$520K	Buy	19,639 +7,919	+68%	+$210K	0.25%	89
2025 Q1	$328K	Buy	11,720 +1,948	+20%	+$54.5K	0.17%	124
2024 Q4	$267K	Buy	9,772 +31	+0.3%	+$847	0.14%	138
2024 Q3	$274K	Buy	9,741 +69	+0.7%	+$1.94K	0.14%	139
2024 Q2	$251K	Buy	+9,672	New	+$251K	0.14%	140