Waterloo Capital’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	$211K	Buy	+7,970	New	+$211K	0.02%	437
2025 Q1	–	Sell	-8,318	Closed	-$227K	–	415
2024 Q4	$227K	Buy	8,318 +953	+13%	+$26K	0.02%	333
2024 Q3	$208K	Buy	+7,365	New	+$208K	0.02%	342