Friday Financial’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
$5.39M Sell
203,488
-5,129
-2% -$136K 2.74% 11
2025
Q1
$5.81M Buy
208,617
+10,294
+5% +$287K 3.48% 10
2024
Q4
$5.42M Buy
+198,323
New +$5.42M 3.73% 7