Montis Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Montis Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.7M	Buy
2025 Q2	$13.2M	Buy
2025 Q1	$10.6M	Buy
2024 Q4	$5.69M	Buy
2024 Q3	$5.12M	Buy
2024 Q2	$2.44M	Buy
2024 Q1	$1.51M	Buy
2023 Q4	$1.13M	Buy