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

Serenus Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$235K Hold
8,883
– – 0.04% 55
2025
Q1 		$248K Hold
8,883
– – 0.04% 52
2024
Q4 		$243K Buy
+8,883
New +$243K 0.04% 51