Uptown Financial Advisors’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	$354K	Hold	13,350	–	–	0.3%	44
2025 Q1	$373K	Hold	13,350	–	–	0.38%	39
2024 Q4	$365K	Buy	+13,350	New	+$365K	0.39%	37