MBE Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MBE Wealth Management’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 Q2	$4.9M	Buy
2025 Q1	$5M	Buy
2024 Q4	$1.26M	Buy
2024 Q3	$1.28M	Sell
2024 Q2	$1.23M	Buy
2024 Q1	$1.1M	Buy
2023 Q4	$246K	Buy
2020 Q2	–	Sell
2020 Q1	$10K	Buy