Mechanics Financial Corp’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
$102K Hold
3,858
0.04% 139
2025
Q1
$108K Hold
3,858
0.05% 137
2024
Q4
$105K Buy
+3,858
New +$105K 0.05% 135