Wealth Architects’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
$241K Sell
9,098
-557
-6% -$14.8K 0.02% 191
2025
Q1
$270K Buy
+9,655
New +$270K 0.03% 187
2022
Q1
Sell
-10,965
Closed -$295K 214
2021
Q4
$295K Buy
+10,965
New +$295K 0.05% 154