Robertson Stephens Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Robertson Stephens Wealth Management’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	$4.6M	Buy
2025 Q2	$4.21M	Buy
2025 Q1	$4.25M	Buy
2024 Q4	$3.9M	Buy
2024 Q3	$3.65M	Buy
2024 Q2	$3.31M	Buy
2024 Q1	$244K	Buy