Talisman Wealth 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
Q2
$5.39M Sell
2025
Q1
$5.72M Buy
2024
Q4
$4.95M Buy
2024
Q3
$4.2M Buy
2024
Q2
$3.77M Buy
2024
Q1
$3.58M Buy
2023
Q4
$2.65M Buy
2023
Q3
$2.08M Buy
2023
Q2
$1.69M Buy
2023
Q1
$1.57M Buy
2022
Q4
$1.44M Buy