DKM Wealth Management’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 Q2	$399K	Sell	15,060 -2,443	-14%	-$64.7K	0.34%	34
2025 Q1	$489K	Sell	17,503 -157	-0.9%	-$4.39K	0.47%	27
2024 Q4	$482K	Buy	+17,660	New	+$482K	0.46%	31