Resurgent Financial Advisors’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	–	Sell	-13,566	Closed	-$379K	–	199
2025 Q1	$379K	Buy	13,566 +1,088	+9%	+$30.4K	0.23%	122
2024 Q4	$341K	Sell	12,478 -1,763	-12%	-$48.2K	0.2%	132
2024 Q3	$401K	Buy	+14,241	New	+$401K	0.23%	126