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Roxbury Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Roxbury Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$52.3K Buy
1,972
+37
+2% +$980 0.05% 164
2025
Q1 		$55.2K Buy
1,935
+18
+0.9% +$514 0.05% 158
2024
Q4 		$56.6K Buy
+1,917
New +$56.6K 0.05% 151