Prevail Innovative Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,468	Closed	-$852K	–	220
2025 Q1	$852K	Buy	30,468 +6,515	+27%	+$182K	0.23%	114
2024 Q4	$654K	Buy	23,953 +9,409	+65%	+$257K	0.19%	109
2024 Q3	$410K	Buy	+14,544	New	+$410K	0.12%	127