Diversify Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Diversify Wealth Management’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 Q2	$5.98M	Sell
2025 Q1	$5.98M	Sell
2024 Q4	$6.31M	Sell
2024 Q3	$6.47M	Buy