Sagespring Wealth Partners’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	$1.69M	Sell	63,737 -8,522	-12%	-$226K	0.04%	195
2025 Q1	$2.02M	Sell	72,259 -866	-1%	-$24.2K	0.05%	154
2024 Q4	$2M	Buy	+73,125	New	+$2M	0.05%	146