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Verus Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27.7M Buy
1,016,613
+27,215
+3% +$743K 2.83% 13
2025
Q1
$25.2M Buy
989,398
+20,411
+2% +$519K 2.87% 12
2024
Q4
$26.2M Buy
968,987
+648,370
+202% +$17.5M 2.94% 12
2024
Q3
$27.1M Buy
320,617
+6,491
+2% +$548K 2.97% 12
2024
Q2
$24.4M Buy
314,126
+18,793
+6% +$1.46M 2.84% 12
2024
Q1
$23.8M Buy
295,333
+10,550
+4% +$851K 2.79% 12
2023
Q4
$21.9M Buy
284,783
+7,766
+3% +$598K 2.71% 12
2023
Q3
$19.5M Buy
277,017
+100,933
+57% +$7.1M 2.54% 14
2023
Q2
$13.3M Buy
176,084
+95,511
+119% +$7.19M 1.67% 15
2023
Q1
$5.63M Buy
80,573
+34,534
+75% +$2.41M 0.77% 17
2022
Q4
$3.55M Buy
+46,039
New +$3.55M 0.49% 21