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Fiduciary Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fiduciary Financial Group’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 		$225K Sell
8,319
-956
-10% -$25.9K 0.04% 275
2025
Q1 		$232K Buy
9,275
+926
+11% +$23.1K 0.05% 248
2024
Q4 		$225K Buy
+8,349
New +$225K 0.05% 249