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

Sightline 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	$459K	Sell
2025 Q2	$485K	Buy
2025 Q1	$511K	Buy
2024 Q4	$498K	Buy
2024 Q3	$512K	Buy
2024 Q2	$293K	Hold
2024 Q1	$304K	Buy