Rothschild Investment LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Buy	51,172 +13,023	+34%	+$395K	0.08%	195
2025 Q4	$1.05M	Buy	38,149 +6,860	+22%	+$187K	0.06%	246
2025 Q3	$854K	Buy	31,289 +5,478	+21%	+$149K	0.05%	256
2025 Q2	$684K	Sell	25,811 -72	-0.3%	-$1.88K	0.04%	277
2025 Q1	$724K	Buy	25,883 +7	+0%	+$195	0.05%	273
2024 Q4	$707K	Buy	25,876 +589	+2%	+$16.7K	0.05%	288
2024 Q3	$712K	Buy	25,287 +588	+2%	+$16K	0.05%	288
2024 Q2	$640K	Buy	24,699 +822	+3%	+$21.4K	0.04%	294
2024 Q1	$642K	Buy	23,877 +210	+0.9%	+$5.42K	0.05%	289
2023 Q4	$601K	Buy	23,667 +4,500	+23%	+$107K	0.05%	259
2023 Q3	$452K	Sell	19,167 -12,981	-40%	-$319K	0.04%	310
2023 Q2	$778K	Buy	32,148 +150	+0.5%	+$3.58K	0.06%	247
2023 Q1	$780K	Buy	31,998 +17,811	+126%	+$445K	0.07%	244
2022 Q4	$357K	Hold	14,187	–	–	0.03%	342
2022 Q3	$314K	Buy	14,187 +3,405	+32%	+$82.7K	0.03%	348
2022 Q2	$257K	Buy	+10,782	New	+$274K	0.02%	395