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

Diversify Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.98M Sell
220,818
-10,264
-4% -$278K 0.37% 67
2025
Q1 		$5.98M Sell
231,082
-2,467
-1% -$63.9K 0.44% 52
2024
Q4 		$6.31M Buy
233,549
+4,695
+2% +$127K 0.49% 50
2024
Q3 		$6.47M Buy
+228,854
New +$6.47M 0.62% 36