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Elite Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Elite Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19.4M Sell
730,748
-659
-0.1% -$17.5K 9.57% 2
2025
Q1 		$20.5M Sell
731,407
-93,464
-11% -$2.61M 10.81% 1
2024
Q4 		$22.5M Buy
+824,871
New +$22.5M 12.21% 1