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

Serenus 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	$349K	Buy
2025 Q2	$235K	Hold
2025 Q1	$248K	Hold
2024 Q4	$243K	Buy