Hughes 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	$101K	Sell	3,773 -2,021	-35%	-$53.9K	0.02%	111
2025 Q1	$161K	Sell	5,794 -2,510	-30%	-$70K	0.03%	77
2024 Q4	$227K	Buy	+8,304	New	+$227K	0.05%	56