TCFG Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TCFG Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$231K	Sell
2025 Q2	$232K	Buy
2025 Q1	$245K	Buy
2024 Q4	$233K	Sell
2024 Q3	$269K	Buy