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Flagship Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Flagship Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Sell
382,918
-5,825
-1% -$154K 3.83% 5
2025
Q1 		$10.9M Buy
388,743
+167,159
+75% +$4.67M 4.58% 5
2024
Q4 		$6.05M Buy
+221,584
New +$6.05M 3.56% 6