JPL 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
2025
Q2
$4.71M Buy
2025
Q1
$4.86M Buy
2024
Q4
$4.51M Buy
2024
Q2
$1.65M Buy
2024
Q1
$1.33M Buy
2023
Q4
$1.24M Buy