Tandem Investment Partners’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
Q2
$370K Buy
13,957
+243
+2% +$6.44K 0.32% 56
2025
Q1
$383K Sell
13,714
-248
-2% -$6.93K 0.38% 52
2024
Q4
$381K Buy
+13,962
New +$381K 0.37% 49