Squire Investment Management Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Squire Investment Management Company’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.02M	Buy
2025 Q2	$911K	Buy
2025 Q1	$908K	Sell
2024 Q4	$897K	Buy
2024 Q3	$621K	Buy
2024 Q2	$478K	Hold
2024 Q1	$495K	Buy
2023 Q4	$416K	Buy