Ullmann Wealth Partners Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ullmann Wealth Partners Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$490K	Hold
2025 Q2	$476K	Buy
2025 Q1	$344K	Hold
2024 Q4	$336K	Hold
2024 Q3	$346K	Buy