Financial Advisors’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	$260K	Sell	9,802 -1,156	-11%	-$30.6K	0.05%	70
2025 Q1	$306K	Buy	10,958 +247	+2%	+$6.91K	0.06%	62
2024 Q4	$293K	Buy	+10,711	New	+$293K	0.06%	65