JESC
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J.E. Simmons & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

J.E. Simmons & Co’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
2026
Q1 		$360K Hold
11,719
– – 0.24% 45
2025
Q4 		$321K Buy
+11,719
New +$319K 0.21% 47

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