OneAscent Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

OneAscent Financial Services’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 Q2	$1.62M	Sell
2025 Q1	$3.14M	Buy
2024 Q4	$1.36M	Buy
2024 Q2	–	Sell
2024 Q1	$1.5M	Sell
2023 Q4	$1.43M	Buy
2023 Q3	$657K	Buy
2022 Q4	–	Sell
2022 Q3	$6.83M	Buy
2022 Q2	$7.04M	Buy