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Fi3 Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fi3 Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262K Hold
9,873
– – 0.09% 113
2025
Q1 		$276K Hold
9,873
– – 0.11% 87
2024
Q4 		$270K Hold
9,873
– – 0.1% 87
2024
Q3 		$278K Buy
+9,873
New +$278K 0.11% 72