Sterling Investment Advisors (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$395K	Buy
2025 Q2	$384K	Buy
2025 Q1	$405K	Buy
2022 Q3	–	Sell
2022 Q2	$19K	Buy
2022 Q1	$17K	Hold
2021 Q4	$17K	Hold
2021 Q3	$16K	Buy