Mattson Financial Services’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	–	Sell	-7	Closed	-$199	–	306
2025 Q1	$199	Buy	7 +5	+250%	+$142	﹤0.01%	328
2024 Q4	$169	Sell	2 -4	-67%	-$338	﹤0.01%	347
2024 Q3	$156	Hold	6	–	–	﹤0.01%	267
2024 Q2	$156	Buy	+6	New	+$156	﹤0.01%	267