SFM LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.47M Buy
2025
Q2
$3.08M Buy
2025
Q1
$2.98M Buy
2024
Q4
$2.75M Sell
2024
Q3
$2.86M Buy
2024
Q2
$2.61M Buy
2024
Q1
$2.48M Sell
2023
Q4
$2.41M Buy