N.E.W. Advisory Services’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	$84.3K	Sell	3,180 -17,683	-85%	-$469K	0.01%	260
2025 Q1	$583K	Buy	20,863 +10,079	+93%	+$282K	0.04%	112
2024 Q4	$295K	Buy	10,784 +635	+6%	+$17.3K	0.03%	154
2024 Q3	$286K	Buy	+10,149	New	+$286K	0.03%	150