Redwood Wealth Management Group’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	$204K	Buy	+7,700	New	+$204K	0.09%	174
2024 Q3	–	Sell	-6,360	Closed	-$165K	–	908
2024 Q2	$165K	Buy	+6,360	New	+$165K	0.12%	130