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

Topsail Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$375K Hold
14,142
– – 0.07% 93
2025
Q1 		$395K Hold
14,142
– – 0.08% 85
2024
Q4 		$386K Buy
+14,142
New +$386K 0.08% 70