Keystone Financial Group (Georgia)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.61M	Buy	355,740 +15,079	+4%	+$407K	6.12%	3
2025 Q1	$8.7M	Buy	340,661 +40,680	+14%	+$1.04M	6.13%	4
2024 Q4	$8.2M	Buy	+299,981	New	+$8.2M	6.64%	3