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SpringVest Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SpringVest Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.18M Sell
82,331
-19,016
-19% -$504K 1.77% 15
2025
Q1 		$2.83M Buy
101,347
+1,422
+1% +$39.8K 2.35% 11
2024
Q4 		$2.73M Buy
+99,925
New +$2.73M 2.34% 11