Shakespeare Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Shakespeare Wealth Management’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	$353K	Hold
2025 Q2	$343K	Hold
2025 Q1	$361K	Sell
2024 Q4	$363K	Buy
2024 Q3	$364K	Hold
2024 Q2	$335K	Buy