PWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
11,729
+406
+4% +$11.1K 0.21% 33
2025
Q1 		$275K Buy
+11,323
New +$275K 0.29% 30