Safe Harbor Fiduciary’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
2025
Q2
$705K Buy
2025
Q1
$1.01K Hold
2024
Q4
$984 Sell
2024
Q3
$1.61K Buy