Strategic Investment Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Investment Solutions’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 Q2	$4.34M	Sell
2025 Q1	$5.41M	Sell
2024 Q4	$14.8M	Sell
2024 Q3	$8.26M	Buy
2024 Q2	$7.71M	Buy
2023 Q4	$15.5M	Sell
2023 Q3	$544M	Buy
2023 Q2	$9.22M	Sell
2023 Q1	$32.3M	Buy
2022 Q4	$33.5M	Buy