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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Buy	52,324 +4,050	+8%	+$107K	0.55%	35
2025 Q1	$1.35M	Sell	48,274 -229	-0.5%	-$6.4K	0.5%	34
2024 Q4	$1.33M	Buy	+48,503	New	+$1.33M	0.46%	37