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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Sell
2025 Q2	$262K	Hold
2025 Q1	$276K	Hold
2024 Q4	$270K	Hold
2024 Q3	$278K	Buy