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

PTM Wealth Management’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	$319K	Sell
2025 Q2	$321K	Buy
2025 Q1	$275K	Buy