Sand Hill Global 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	$876K	Buy	33,073 +4,557	+16%	+$121K	0.03%	123
2025 Q1	$797K	Sell	28,516 -1,385	-5%	-$38.7K	0.03%	125
2024 Q4	$817K	Hold	29,901	–	–	0.03%	117
2024 Q3	$843K	Sell	29,901 -1,185	-4%	-$33.4K	0.04%	113
2024 Q2	$806K	Buy	+31,086	New	+$806K	0.04%	117