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

HMV Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Hold
8,677
– – 0.15% 73
2025
Q1 		$243K Sell
8,677
-750
-8% -$21K 0.19% 74
2024
Q4 		$258K Buy
+9,427
New +$258K 0.26% 72