PWM
SCHD icon

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

Puff Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,641
Closed -$270K – 104
2025
Q1 		$270K Buy
+9,641
New +$270K 0.25% 49