CWA
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Cura Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cura Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$438K Buy
16,531
+4,590
+38% +$122K 0.18% 56
2025
Q1 		$334K Buy
11,941
+764
+7% +$21.4K 0.14% 69
2024
Q4 		$305K Buy
+11,177
New +$305K 0.14% 71