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Frisch Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Frisch Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$307K Buy
11,576
+1,168
+11% +$31K 0.08% 108
2025
Q1 		$291K Buy
10,408
+267
+3% +$7.47K 0.08% 100
2024
Q4 		$277K Sell
10,141
-410
-4% -$11.2K 0.08% 102
2024
Q3 		$297K Buy
+10,551
New +$297K 0.09% 102