DecisionPoint Financial’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	$158K	Hold	5,858	–	–	0.04%	49
2025 Q1	$164K	Buy	+5,858	New	+$164K	0.05%	44
2023 Q1	–	Sell	-3	Closed	-$76	–	220
2022 Q4	$76	Buy	+3	New	+$76	﹤0.01%	182