Signature Estate & Investment Advisors’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	$13.2M	Sell	498,212 -4,725	-0.9%	-$125K	0.3%	45
2025 Q1	$14.1M	Buy	502,937 +16,224	+3%	+$454K	0.37%	40
2024 Q4	$13.3M	Sell	486,713 -460	-0.1%	-$12.6K	0.33%	45
2024 Q3	$13.7M	Buy	487,173 +1,626	+0.3%	+$45.8K	0.32%	45
2024 Q2	$12.6M	Buy	+485,547	New	+$12.6M	0.31%	47