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

Ridgecrest Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$666K	Buy
2025 Q2	$626K	Sell
2025 Q1	$682K	Buy
2024 Q4	$654K	Buy
2024 Q3	$602K	Buy
2024 Q2	$530K	Buy
2024 Q1	$410K	Buy
2023 Q4	$387K	Buy