High Note Wealth’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	$11.9K	Hold	450	–	–	﹤0.01%	283
2025 Q1	$12.6K	Hold	450	–	–	﹤0.01%	270
2024 Q4	$12.3K	Buy	+450	New	+$12.3K	﹤0.01%	273
2023 Q4	–	Sell	-22,209	Closed	-$524K	–	93
2023 Q3	$524K	Buy	+22,209	New	+$524K	0.22%	62