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

Forvis Mazars Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Buy
2024 Q4	–	Sell
2024 Q3	$283K	Buy
2024 Q2	$231K	Sell
2024 Q1	$267K	Buy
2023 Q4	$250K	Sell
2023 Q3	$249K	Buy
2018 Q2	–	Sell
2018 Q1	$503K	Hold
2017 Q4	$524K	Buy