San Luis Wealth Advisors’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	$1.37M	Buy	51,656 +4,182	+9%	+$111K	0.29%	54
2025 Q1	$1.33M	Buy	47,474 +6,221	+15%	+$174K	0.3%	49
2024 Q4	$1.13M	Buy	41,253 +2,910	+8%	+$79.5K	0.21%	51
2024 Q3	$1.08M	Buy	38,343 +741	+2%	+$20.9K	0.22%	49
2024 Q2	$975K	Buy	+37,602	New	+$975K	0.23%	51