Mount Yale Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mount Yale Investment Advisors’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
2026 Q1	$2.16M	Sell
2025 Q4	$2.13M	Buy
2025 Q3	$1.43M	Buy