Retireful LLC’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
Q1
Sell
-120,885
Closed -$3.3M 155
2024
Q4
$3.3M Buy
+120,885
New +$3.3M 1.86% 9
2023
Q3
Sell
-111,441
Closed -$2.7M 111
2023
Q2
$2.7M Buy
+111,441
New +$2.7M 1.02% 11