FSM Wealth Advisors’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
$705K Sell
2025
Q2
$709K Buy
2025
Q1
$655K Buy
2024
Q4
$650K Buy
2024
Q3
$643K Hold
2024
Q2
$591K Hold
2024
Q1
$613K Hold
2023
Q4
$579K Hold
2023
Q3
$538K Hold
2023
Q2
$557K Hold
2023
Q1
$556K Hold
2022
Q4
$574K Hold
2022
Q3
$505K Buy