Thurston Springer Miller Herd & Titak’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	$200K	Buy	7,529 +2,238	+42%	+$59.3K	0.03%	369
2025 Q1	$148K	Sell	5,291 -463	-8%	-$12.9K	0.02%	384
2024 Q4	$157K	Buy	5,754 +1,050	+22%	+$28.7K	0.03%	302
2024 Q3	$133K	Sell	4,704 -2,715	-37%	-$76.5K	0.04%	347
2024 Q2	$192K	Buy	+7,419	New	+$192K	0.06%	313