Etesian Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Etesian Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$468K	Buy
2025 Q1	$221K	Buy
2024 Q4	$208K	Buy
2024 Q3	$201K	Buy
2024 Q2	–	Sell
2024 Q1	$223K	Sell
2023 Q4	$221K	Sell
2023 Q3	$255K	Hold
2023 Q2	$262K	Sell
2023 Q1	$282K	Sell
2022 Q4	$293K	Buy