Forefront Wealth Partners’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
$2.49M Buy
91,221
+3,554
+4% +$97.1K 1.71% 18
2025
Q1
$2.45M Sell
87,667
-3,554
-4% -$99.4K 1.67% 14
2024
Q4
$2.49M Buy
+91,221
New +$2.49M 1.86% 17