Rise 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	$20.3K	Buy	764 +7	+0.9%	+$186	0.01%	532
2025 Q1	$21.2K	Buy	+757	New	+$21.2K	0.01%	469