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

Iams Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$534K	Buy
2025 Q2	–	Sell
2025 Q1	$429K	Sell
2024 Q4	$869K	Buy
2024 Q3	$516K	Buy