Keystone Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keystone Wealth Services’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 Q3	$484K	Sell
2025 Q2	$481K	Buy
2025 Q1	$415K	Buy
2024 Q4	$402K	Buy
2024 Q3	$379K	Buy
2024 Q2	$311K	Buy
2023 Q1	–	Sell
2022 Q4	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$206K	Buy