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

Synergy Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.2M Buy
534,058
+117,886
+28% +$3.12M 8.53% 3
2025
Q1 		$11.6M Buy
416,172
+166,854
+67% +$4.67M 4.86% 4
2024
Q4 		$6.81M Buy
+249,318
New +$6.81M 2.93% 8