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Ridgeline Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ridgeline Wealth Planning’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$407K Sell
15,353
-1,474
-9% -$39.1K 0.33% 29
2025
Q1 		$470K Sell
16,827
-697
-4% -$19.5K 0.46% 21
2024
Q4 		$479K Buy
+17,524
New +$479K 0.46% 22