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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$618K Buy
23,302
+585
+3% +$15.5K 0.3% 38
2025
Q1 		$635K Sell
22,717
-502
-2% -$14K 0.35% 39
2024
Q4 		$634K Buy
+23,219
New +$634K 0.38% 35