Empire Financial Management Company’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	$280K	Sell	10,562 -61	-0.6%	-$1.62K	0.08%	172
2025 Q1	$297K	Buy	10,623 +1,269	+14%	+$35.5K	0.09%	169
2024 Q4	$256K	Buy	9,354 +1,188	+15%	+$32.5K	0.08%	179
2024 Q3	$230K	Sell	8,166 -210	-3%	-$5.92K	0.07%	190
2024 Q2	$217K	Buy	+8,376	New	+$217K	0.07%	192