Frederick Financial Consultants’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	$368K	Sell	13,889 -1,792	-11%	-$47.5K	0.23%	61
2025 Q1	$438K	Sell	15,681 -662	-4%	-$18.5K	0.32%	55
2024 Q4	$446K	Buy	+16,343	New	+$446K	0.36%	46