Safe Harbor Fiduciary’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	$705K	Buy	26,593 +26,557	+73,769%	+$704K	0.66%	35
2025 Q1	$1.01K	Hold	36	–	–	﹤0.01%	195
2024 Q4	$984	Sell	36 -21	-37%	-$574	﹤0.01%	167
2024 Q3	$1.61K	Buy	+57	New	+$1.61K	﹤0.01%	174