North Ridge Wealth Advisors’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
Q1
Sell
-33
Closed -$902 188
2024
Q4
$902 Buy
+33
New +$902 ﹤0.01% 172