HRC Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.86M Buy
2025
Q2
$6.59M Buy
2025
Q1
$6.89M Sell
2024
Q4
$7.05M Buy
2024
Q3
$7.19M Buy
2024
Q2
$6.6M Buy
2024
Q1
$6.79M Buy
2023
Q4
$6.02M Buy