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PFG Private Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

PFG Private Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,029
Closed -$28.1K – 298
2024
Q4 		$28.1K Hold
1,029
– – 0.02% 107
2024
Q3 		$29K Hold
1,029
– – 0.02% 109
2024
Q2 		$26.7K Buy
+1,029
New +$26.7K 0.02% 110