Rockwood Wealth Management’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	–	Sell	-12,784	Closed	-$357K	–	108
2025 Q1	$357K	Buy	12,784 +3,273	+34%	+$91.5K	0.04%	67
2024 Q4	$259K	Buy	9,511 +277	+3%	+$7.54K	0.03%	77
2024 Q3	$260K	Buy	9,234 +168	+2%	+$4.73K	0.03%	73
2024 Q2	$235K	Buy	+9,066	New	+$235K	0.03%	77