VSM Wealth Advisory’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
$11.2K Buy
422
+5
+1% +$132 ﹤0.01% 370
2025
Q1
$11.7K Buy
417
+3
+0.7% +$84 ﹤0.01% 330
2024
Q4
$11.3K Buy
+414
New +$11.3K ﹤0.01% 329