Investment Partners Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investment Partners Asset 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	$598K	Buy
2025 Q2	$579K	Buy
2025 Q1	$605K	Buy
2024 Q4	$583K	Sell
2024 Q3	$690K	Buy
2024 Q2	$634K	Hold
2024 Q1	$658K	Sell
2023 Q4	$623K	Buy