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

SteelPeak Wealth’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	$795K	Buy
2025 Q1	–	Sell
2024 Q4	$266K	Sell
2024 Q3	$2.28M	Sell
2024 Q2	$2.81M	Sell
2024 Q1	$3.13M	Sell
2023 Q4	$7.25M	Sell
2023 Q3	$7.49M	Buy
2023 Q2	$7.6M	Buy