Global Assets Advisory’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
$280K Sell
10,367
-1,943
-16% -$52.6K 0.11% 167
2025
Q1
$317K Buy
+12,310
New +$317K 0.06% 208