Vista Cima Wealth Management’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	$3.81M	Buy	143,924 +6,357	+5%	+$168K	3.57%	11
2025 Q1	$3.85M	Buy	137,567 +4,564	+3%	+$128K	4.14%	8
2024 Q4	$3.63M	Buy	+133,003	New	+$3.63M	3.78%	10