Financial Advisors Network’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
$389K Buy
14,662
+216
+1% +$5.72K 0.06% 129
2025
Q1
$404K Sell
14,446
-639
-4% -$17.9K 0.07% 116
2024
Q4
$412K Buy
+15,085
New +$412K 0.07% 119