JBW
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Journey Beyond Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Journey Beyond Wealth’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 		$1.32M Sell
49,893
-143,349
-74% -$3.8M 1.12% 16
2025
Q1 		$5.4M Buy
193,242
+9,943
+5% +$278K 5.05% 7
2024
Q4 		$5.01M Buy
+183,299
New +$5.01M 4.71% 7