Hopwood Financial Services’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	$4.2M	Sell	158,393 -13,361	-8%	-$354K	3.28%	8
2025 Q1	$4.8M	Sell	171,754 -434	-0.3%	-$12.1K	3.71%	8
2024 Q4	$4.7M	Buy	+172,188	New	+$4.7M	3.56%	8