Members Wealth’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
Q1
$3.81M Buy
136,376
+8,151
+6% +$228K 2.88% 7
2024
Q4
$3.55M Buy
+128,225
New +$3.55M 2.65% 8
2024
Q2
$3.67M Buy
+402,729
New +$3.67M 2.46% 10