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

Stone Summit Wealth’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	$343K	Hold
2025 Q2	$333K	Hold
2025 Q1	$351K	Hold
2024 Q4	$343K	Hold
2024 Q3	$354K	Hold
2024 Q2	$326K	Sell
2024 Q1	$342K	Buy
2023 Q4	$306K	Hold
2023 Q3	$284K	Buy
2023 Q2	$270K	Buy