MFF
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Michels Family Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Michels Family Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.06M Buy
228,501
+1,677
+0.7% +$44.4K 5.16% 2
2025
Q1 		$6.34M Buy
226,824
+5,850
+3% +$164K 5.73% 2
2024
Q4 		$6.04M Buy
+220,974
New +$6.04M 5.53% 2