Ullmann Wealth Partners 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	$476K	Buy	17,956 +5,662	+46%	+$150K	0.06%	98
2025 Q1	$344K	Hold	12,294	–	–	0.05%	107
2024 Q4	$336K	Hold	12,294	–	–	0.04%	107
2024 Q3	$346K	Buy	+12,294	New	+$346K	0.04%	106