Heritage Wealth Partners’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 Q1	–	Sell	-13,075	Closed	-$357K	–	74
2024 Q4	$357K	Buy	13,075 +121	+0.9%	+$3.31K	0.45%	45
2024 Q3	$365K	Buy	12,954 +252	+2%	+$7.1K	0.43%	45
2024 Q2	$329K	Buy	+12,702	New	+$329K	0.48%	42