Parkworth Wealth Management’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
$7.29K Sell
275
-19
-6% -$503 0.01% 154
2025
Q1
$8.26K Buy
294
+19
+7% +$534 0.01% 140
2024
Q4
$8.88K Buy
+275
New +$8.88K 0.01% 146