Joseph Group Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Joseph Group Capital 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 Q2	$9.07M	Buy
2025 Q1	$9.02M	Buy
2024 Q4	$8.53M	Sell
2024 Q3	$8.88M	Buy
2024 Q2	$7.7M	Buy
2024 Q1	$22.5K	Buy