Rialto Wealth Management’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
$62K Hold
2,340
0.02% 249
2025
Q1
$65.4K Hold
2,340
0.02% 235
2024
Q4
$63.9K Buy
+2,340
New +$63.9K 0.02% 241