Nalls Sherbakoff Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nalls Sherbakoff Group’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 Q4	$661K	Sell
2025 Q3	$664K	Hold
2025 Q2	$644K	Buy
2025 Q1	$621K	Buy
2023 Q4	$592K	Buy
2023 Q3	$545K	Hold
2023 Q2	$536K	Hold
2023 Q1	$557K	Buy
2018 Q4	$387K	Buy