Park Square Financial Group’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	–	Sell	-152	Closed	-$4.25K	–	1047
2025 Q1	$4.25K	Hold	152	–	–	﹤0.01%	766
2024 Q4	$4.15K	Buy	+152	New	+$4.15K	﹤0.01%	734