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Liberty Square Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Liberty Square Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.6M Sell
552,709
-9,333
-2% -$247K 5.06% 6
2025
Q1 		$15.7M Sell
562,042
-20,925
-4% -$585K 6% 5
2024
Q4 		$16.2M Buy
+582,967
New +$16.2M 5.91% 5