Lane & Associates’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
Q1
$612K Buy
21,875
+6,732
+44% +$188K 0.33% 53
2024
Q4
$421K Buy
+15,143
New +$421K 0.22% 80