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

TCFG Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Buy
8,758
+3
+0% +$79 0.11% 225
2025
Q1 		$245K Buy
8,755
+242
+3% +$6.77K 0.12% 199
2024
Q4 		$233K Sell
8,513
-1,030
-11% -$28.1K 0.12% 194
2024
Q3 		$269K Buy
+9,543
New +$269K 0.14% 171