Elevation Capital Advisory’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	$1.37M	Buy	51,639 +1,189	+2%	+$31.5K	0.55%	42
2025 Q1	$1.41M	Buy	50,450 +3,567	+8%	+$99.7K	0.62%	32
2024 Q4	$1.28M	Buy	46,883 +3,191	+7%	+$87.2K	0.55%	35
2024 Q3	$1.23M	Buy	+43,692	New	+$1.23M	0.54%	35