Strategic Wealth Investment 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
$2.25K Buy
+85
New +$2.25K ﹤0.01% 120
2022
Q3
Sell
-33,834
Closed -$808K 124
2022
Q2
$808K Buy
+33,834
New +$808K 0.2% 80