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MJT & Associates Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MJT & Associates Financial Advisory’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.5M Buy
586,061
+29,947
+5% +$794K 19.26% 2
2025
Q1 		$15.5M Buy
+556,114
New +$15.5M 14.93% 1