Generation Capital Management’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	$374K	Hold	14,131	–	–	0.3%	60
2025 Q1	$395K	Buy	14,131 +781	+6%	+$21.8K	0.36%	51
2024 Q4	$365K	Buy	+13,350	New	+$365K	0.31%	60