Pathway Financial Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pathway Financial Advisers’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	$4.16M	Buy
2025 Q1	$4.22M	Buy
2024 Q4	$4.09M	Buy
2024 Q3	$4.18M	Buy
2024 Q2	$3.79M	Buy
2024 Q1	$3.81M	Buy
2023 Q4	$3.02M	Buy
2023 Q3	$2.63M	Buy
2023 Q1	$1.37M	Buy
2022 Q4	$217K	Buy