Heritage Oak Wealth Advisors’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	$455K	Buy	17,157 +733	+4%	+$19.4K	0.18%	51
2025 Q1	$459K	Buy	16,424 +245	+2%	+$6.85K	0.2%	49
2024 Q4	$442K	Buy	+16,179	New	+$442K	0.21%	45
2024 Q3	–	Sell	-21,663	Closed	-$562K	–	201
2024 Q2	$562K	Buy	+21,663	New	+$562K	0.28%	48