Heritage Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Financial Services’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Buy
2025 Q2	$213K	Buy
2025 Q1	$222K	Hold
2024 Q4	$217K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Buy