San Luis Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

San Luis Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.37M	Hold
2025 Q2	$1.37M	Buy
2025 Q1	$1.33M	Buy
2024 Q4	$1.13M	Buy
2024 Q3	$1.08M	Buy
2024 Q2	$975K	Buy