Investment Research & Advisory Group’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	$54	Buy	+2	New	+$54	﹤0.01%	238
2023 Q3	–	Sell	-2,535	Closed	-$61.4K	–	228
2023 Q2	$61.4K	Buy	+2,535	New	+$61.4K	0.04%	95