Crews Bank & Trust’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
$224K Sell
8,460
-1,753
-17% -$46.5K 0.04% 210
2025
Q1
$286K Hold
10,213
0.05% 185
2024
Q4
$279K Buy
+10,213
New +$279K 0.05% 188