Stillwater Wealth Management Group’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
Q1
$468K Buy
16,738
+5,408
+48% +$151K 0.41% 48
2024
Q4
$310K Buy
+11,330
New +$310K 0.28% 56