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

Elmwood Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1M	Buy
2020 Q2	–	Sell
2020 Q1	$60K	Buy
2019 Q4	–	Sell
2019 Q3	$12K	Sell
2019 Q2	$48K	Hold
2019 Q1	$48K	Sell
2018 Q4	$57K	Hold
2018 Q3	$64.8K	Hold
2018 Q2	$60.3K	Hold
2018 Q1	$60K	Buy