Pinion Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pinion Investment Advisors’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 Q3	$959K	Buy
2025 Q2	$481K	Sell
2025 Q1	$1.02M	Buy
2024 Q4	$510K	Buy
2024 Q3	$525K	Hold
2024 Q2	$483K	Hold
2024 Q1	$501K	Buy