Delta Financial Group’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
Q1
$786K Buy
27,994
+6,993
+33% +$196K 0.18% 94
2024
Q4
$574K Buy
+21,001
New +$574K 0.13% 115