Shakespeare Wealth Management’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	$343K	Hold	12,927	–	–	0.09%	74
2025 Q1	$361K	Sell	12,927 -373	-3%	-$10.4K	0.1%	75
2024 Q4	$363K	Buy	13,300 +373	+3%	+$10.2K	0.1%	72
2024 Q3	$364K	Hold	12,927	–	–	0.1%	74
2024 Q2	$335K	Buy	+12,927	New	+$335K	0.1%	71