WFA
SCHD icon

Wade Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wade Financial Advisory’s Portfolio SCHD Stock Details SCHD Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$345K Hold
2024
Q4 		$337K Buy