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Investor's Fiduciary Advisor Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investor's Fiduciary Advisor Network’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.9M Buy
485,525
+6,529
+1% +$173K 4.78% 2
2025
Q1 		$13.4M Buy
478,996
+6,449
+1% +$180K 6.32% 1
2024
Q4 		$12.9M Buy
+472,547
New +$12.9M 4.94% 3