Mowery & Schoenfeld Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.38K	Hold
2025 Q2	$9.11K	Buy
2025 Q1	$9.39K	Buy
2024 Q1	–	Sell
2023 Q4	$9.06K	Buy