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Phil A. Younker & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Phil A. Younker & Associates’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
Q2 		$4.77M Buy
180,008
+61
+0% +$1.62K 4.7% 7
2025
Q1 		$5.03M Sell
179,947
-570
-0.3% -$15.9K 4.95% 6
2024
Q4 		$4.93M Buy
+180,517
New +$4.93M 4.93% 6