Goldstone 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
2026 Q1	$7.38M	Sell	240,684 -14,897	-6%	-$452K	0.8%	39
2025 Q4	$7.01M	Buy	255,581 +24,018	+10%	+$653K	0.78%	37
2025 Q3	$6.32M	Buy	231,563 +19,010	+9%	+$519K	0.75%	38
2025 Q2	$5.81M	Buy	212,553 +16,588	+8%	+$433K	0.77%	37
2025 Q1	$5.48M	Sell	195,965 -2,722	-1%	-$75.9K	0.83%	35
2024 Q4	$5.43M	Buy	198,687 +4,890	+3%	+$139K	0.85%	35
2024 Q3	$5.46M	Buy	193,797 +13,761	+8%	+$375K	0.95%	30
2024 Q2	$4.67M	Buy	180,036 +10,818	+6%	+$282K	0.94%	30
2024 Q1	$4.55M	Sell	169,218 -5,262	-3%	-$136K	1.04%	26
2023 Q4	$4.43M	Buy	174,480 +11,976	+7%	+$285K	1.14%	25
2023 Q3	$3.83M	Buy	162,504 +15,945	+11%	+$391K	1.14%	22
2023 Q2	$3.55M	Buy	146,559 +82,560	+129%	+$1.97M	1.04%	24
2023 Q1	$1.56M	Buy	+63,999	New	+$1.6M	0.51%	37