Stonehearth Capital Management’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	$14.8M	Sell	557,803 -76,182	-12%	-$2.02M	6.12%	5
2025 Q1	$17.7M	Buy	633,985 +23,630	+4%	+$661K	7.34%	4
2024 Q4	$16.7M	Buy	610,355 +17,666	+3%	+$483K	6.69%	4
2024 Q3	$16.7M	Buy	592,689 +319,212	+117%	+$8.99M	6.64%	4
2024 Q2	$7.09M	Buy	+273,477	New	+$7.09M	3.04%	10