Tull Financial Group’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	$2.87M	Sell	108,313 -155,709	-59%	-$4.13M	1.31%	10
2025 Q1	$7.38M	Sell	264,022 -18,048	-6%	-$505K	4.3%	7
2024 Q4	$7.71M	Sell	282,070 -414,938	-60%	-$11.3M	4.65%	8
2024 Q3	$19.6M	Buy	+697,008	New	+$19.6M	11.94%	4