Heritage Oak Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Oak Wealth Advisors’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	$476K	Buy
2025 Q2	$455K	Buy
2025 Q1	$459K	Buy
2024 Q4	$442K	Buy
2024 Q3	–	Sell
2024 Q2	$562K	Buy