TFC Financial Management’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
Q3
$4.94K Buy
2022
Q4
Sell
2022
Q3
$3K Hold
2022
Q2
$3K Hold
2022
Q1
$3K Hold
2021
Q4
$3K Hold
2021
Q3
$3K Hold
2021
Q2
$3K Hold
2021
Q1
$3K Hold
2020
Q4
$3K Hold
2020
Q3
$2K Buy