Univest Financial’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	$273K	Sell	10,306 -341	-3%	-$9.04K	0.02%	229
2025 Q1	$298K	Buy	10,647 +201	+2%	+$5.62K	0.02%	235
2024 Q4	$285K	Buy	10,446 +624	+6%	+$17K	0.02%	244
2024 Q3	$277K	Buy	+9,822	New	+$277K	0.02%	247