Holos Integrated 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	$4.09M	Buy	152,115 +380	+0.3%	+$10.2K	2.46%	15
2025 Q1	$4.24M	Sell	151,735 -4,430	-3%	-$124K	2.78%	14
2024 Q4	$4.27M	Buy	+156,165	New	+$4.27M	2.92%	12