Robinson Smith Wealth 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
$202K Buy
7,605
+2
+0% +$53 0.16% 90
2025
Q1
$213K Buy
7,603
+166
+2% +$4.64K 0.18% 84
2024
Q4
$203K Buy
7,437
+246
+3% +$6.72K 0.17% 79
2024
Q3
$203K Buy
+7,191
New +$203K 0.17% 81