GWN Securities’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	$2.15M	Sell	80,906 -330,978	-80%	-$8.78M	0.4%	62
2025 Q1	$10.9M	Buy	411,884 +385,550	+1,464%	+$10.2M	0.61%	34
2024 Q4	$737K	Buy	+26,334	New	+$737K	0.2%	119