Custos Family Office’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	$7.04M	Sell	265,619 -475	-0.2%	-$12.6K	2.24%	15
2025 Q1	$7.44M	Buy	266,094 +867	+0.3%	+$24.2K	2.64%	11
2024 Q4	$7.25M	Buy	265,227 +900	+0.3%	+$24.6K	2.54%	11
2024 Q3	$7.45M	Buy	264,327 +1,968	+0.8%	+$55.5K	2.7%	11
2024 Q2	$6.8M	Buy	+262,359	New	+$6.8M	2.72%	11