Stonebridge Financial 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 Q2	–	Sell	-4,806	Closed	-$134K	–	808
2025 Q1	$134K	Buy	4,806 +63	+1%	+$1.76K	0.01%	260
2024 Q4	$130K	Buy	+4,743	New	+$130K	0.01%	260