Mowery & Schoenfeld Wealth Management’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	$9.11K	Buy	344 +8	+2%	+$212	0.01%	222
2025 Q1	$9.4K	Buy	+336	New	+$9.4K	0.02%	269
2024 Q1	–	Sell	-357	Closed	-$9.06K	–	182
2023 Q4	$9.06K	Buy	+357	New	+$9.06K	0.02%	113