Midland Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
2025
Q1
$511K Sell
2024
Q4
$512K Sell
2024
Q3
$531K Sell
2024
Q2
$594K Buy
2024
Q1
$486K Buy