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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Buy
2025
Q2
$307K Buy
2025
Q1
$291K Buy
2024
Q4
$277K Sell
2024
Q3
$297K Buy