VA
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VestGen Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

VestGen Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
42,585
+3,976
+10% +$105K 0.05% 311
2025
Q1 		$1.08M Buy
+38,609
New +$1.08M 0.05% 301