Fonville Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fonville Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$309K	Sell
2024 Q4	$310K	Buy
2024 Q3	$319K	Sell
2024 Q2	$309K	Buy