Shira Ridge 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 Q1	–	Sell	-7,549	Closed	-$206K	–	80
2024 Q4	$206K	Buy	+7,549	New	+$206K	0.1%	76
2023 Q3	–	Sell	-8,418	Closed	-$204K	–	70
2023 Q2	$204K	Buy	+8,418	New	+$204K	0.13%	65