Latko Wealth Management’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	$13.3M	Buy	500,869 +35,854	+8%	+$950K	7.46%	4
2025 Q1	$13M	Sell	465,015 -19,264	-4%	-$539K	8.43%	4
2024 Q4	$13.2M	Buy	484,279 +17,884	+4%	+$489K	7.84%	4
2024 Q3	$13.1M	Buy	+466,395	New	+$13.1M	7.97%	4