Stonebrook Private’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stonebrook Private’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	$776K	Buy
2025 Q2	$751K	Sell
2025 Q1	$899K	Buy
2024 Q4	$861K	Sell
2024 Q3	$906K	Buy
2024 Q2	$818K	Buy
2024 Q1	$826K	Buy
2023 Q4	$662K	Buy