GSB Wealth Management’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
2025
Q3
$130K Sell
2025
Q2
$264K Buy
2025
Q1
$120K Buy
2024
Q4
Sell
2024
Q3
$124K Sell
2024
Q2
$423K Buy
2024
Q1
$436K Buy
2023
Q4
$402K Buy
2023
Q3
$367K Buy
2023
Q2
$369K Sell
2023
Q1
$584K Buy