Delap Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Delap Wealth Advisory’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$621K	Sell
2025 Q2	$618K	Buy
2025 Q1	$635K	Sell
2024 Q4	$634K	Buy