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

Goldstone Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.81M	Buy
2025 Q1	$5.48M	Sell
2024 Q4	$5.43M	Buy
2024 Q3	$5.46M	Buy
2024 Q2	$4.67M	Buy
2024 Q1	$4.55M	Sell
2023 Q4	$4.43M	Buy
2023 Q3	$3.83M	Buy
2023 Q2	$3.55M	Buy
2023 Q1	$1.56M	Buy