Dale Q Rice Investment Management’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	$619K	Sell	22,983 -22,023	-49%	-$593K	0.51%	31
2025 Q1	$1.26M	Hold	45,006	–	–	0.65%	26
2024 Q4	$1.23M	Buy	+45,006	New	+$1.23M	0.54%	28