Optima Capital’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	$582K	Sell	21,970 -69,721	-76%	-$1.85M	0.31%	82
2025 Q1	$2.56M	Buy	91,691 +13,923	+18%	+$389K	1.63%	18
2024 Q4	$2.12M	Buy	+77,768	New	+$2.12M	1.47%	19