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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$246K Sell
2025
Q4
$253K Sell
2025
Q3
$255K Sell
2025
Q2
$266K Hold
2025
Q1
$248K Buy