United Advisor 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	$1.73M	Buy	65,432 +7,950	+14%	+$211K	0.3%	89
2025 Q1	$1.61M	Sell	57,482 -466	-0.8%	-$13K	0.33%	79
2024 Q4	$1.58M	Buy	57,948 +6,441	+13%	+$176K	0.31%	77
2024 Q3	$1.45M	Buy	51,507 +12,576	+32%	+$354K	0.33%	75
2024 Q2	$1.01M	Buy	+38,931	New	+$1.01M	0.31%	80