Daymark Wealth 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	$423K	Buy	15,980 +2,465	+18%	+$65.3K	0.02%	384
2025 Q1	$378K	Buy	13,515 +13	+0.1%	+$363	0.02%	372
2024 Q4	$369K	Sell	13,502 -187	-1%	-$5.11K	0.02%	374
2024 Q3	$386K	Buy	+13,689	New	+$386K	0.02%	382