Sunesis Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$850K Buy
2024
Q4
$831K Buy
2024
Q3
$857K Buy
2024
Q2
$788K Hold
2024
Q1
$817K Buy