Sunesis Advisors’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 Q1	$850K	Buy	30,414 +4	+0%	+$112	0.46%	29
2024 Q4	$831K	Buy	30,410 +2	+0%	+$55	0.51%	26
2024 Q3	$857K	Buy	30,408 +9	+0%	+$254	0.52%	28
2024 Q2	$788K	Hold	30,399	–	–	0.47%	31
2024 Q1	$817K	Buy	+30,399	New	+$817K	0.48%	33