Personal CFO Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Personal CFO Solutions’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	–	Sell
2025 Q1	$5.7M	Buy
2024 Q4	$5.48M	Buy
2024 Q3	$5.56M	Buy
2024 Q2	$4.94M	Buy
2024 Q1	$4.74M	Buy
2023 Q4	$325K	Buy
2023 Q3	$227K	Buy