Vermillion & White Wealth Management 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
$80K Sell
3,018
-101,563
-97% -$2.69M 0.05% 102
2025
Q1
$2.92M Buy
104,581
+102,337
+4,560% +$2.86M 2.12% 11
2024
Q4
$61.3K Hold
2,244
0.05% 122
2024
Q3
$63.2K Hold
2,244
0.05% 113
2024
Q2
$58.2K Hold
2,244
0.04% 118
2024
Q1
$60.3K Buy
+2,244
New +$60.3K 0.05% 109