Peak Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peak Financial Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$209K	Hold
2025 Q1	$221K	Hold
2024 Q4	$216K	Hold
2024 Q3	$223K	Hold
2024 Q2	$205K	Hold
2024 Q1	$212K	Buy