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Signal Tree Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Signal Tree Financial Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.13M Sell
118,105
-28,699
-20% -$761K 2.69% 13
2025
Q1 		$4.1M Buy
146,804
+94,348
+180% +$2.64M 4.12% 9
2024
Q4 		$1.43M Buy
+52,456
New +$1.43M 1.68% 17