Mission Hills Financial Advisory’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	$7.49M	Buy	282,642 +46,036	+19%	+$1.22M	4.65%	10
2025 Q1	$6.62M	Buy	236,606 +44,225	+23%	+$1.24M	4.59%	10
2024 Q4	$5.26M	Sell	192,381 -332,610	-63%	-$9.09M	4.08%	13
2024 Q3	$5.06M	Buy	+524,991	New	+$5.06M	4.3%	12