Grantvest Financial Group’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	$1.46M	Sell	55,002 -3,724	-6%	-$98.7K	1.08%	17
2025 Q1	$1.64M	Sell	58,726 -6,163	-9%	-$172K	1.33%	13
2024 Q4	$1.77M	Buy	+64,889	New	+$1.77M	1.98%	9