Synergy Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-77	Closed	-$6.49K	–	697
2024 Q4	$6.49K	Buy	+77	New	+$6.49K	﹤0.01%	535
2021 Q2	–	Sell	-13,752	Closed	-$334K	–	128
2021 Q1	$334K	Buy	+13,752	New	+$334K	0.1%	68