Flavin Financial Services’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
Sell
-7,664
Closed -$214K 69
2025
Q1
$214K Buy
7,664
+63
+0.8% +$1.76K 0.2% 66
2024
Q4
$208K Buy
+7,601
New +$208K 0.2% 67