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Fiduciary Advisors Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fiduciary Advisors Inc’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$463K Buy
17,456
+170
+1% +$4.51K 0.41% 31
2025
Q1 		$483K Buy
17,286
+154
+0.9% +$4.31K 0.48% 30
2024
Q4 		$468K Buy
+17,132
New +$468K 0.47% 30