Fairway Financial’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
$9.34M Buy
352,406
+13,802
+4% +$366K 7.9% 5
2025
Q1
$9.47M Buy
338,604
+6,182
+2% +$173K 8.59% 2
2024
Q4
$9.08M Buy
+332,422
New +$9.08M 8.29% 4