Wealth Management Resources’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.7M	Sell	871,182 -1,732	-0.2%	-$52.5K	9.3%	5
2025 Q4	$23.9M	Sell	872,914 -78,280	-8%	-$2.13M	8.43%	5
2025 Q3	$26M	Buy	951,194 +6,946	+0.7%	+$189K	8.4%	5
2025 Q2	$25M	Buy	944,248 +71,842	+8%	+$1.88M	8.54%	5
2025 Q1	$24.4M	Buy	872,406 +7,019	+0.8%	+$196K	8.85%	4
2024 Q4	$23.6M	Sell	865,387 -53,789	-6%	-$1.53M	8.72%	5
2024 Q3	$25.5M	Buy	919,176 +47,856	+5%	+$1.3M	10.23%	2
2024 Q2	$22.6M	Buy	871,320 +1,989	+0.2%	+$51.8K	9.7%	2
2024 Q1	$23.4M	Buy	869,331 +39,528	+5%	+$1.02M	10.1%	1
2023 Q4	$21.1M	Sell	829,803 -537	-0.1%	-$12.8K	9.9%	1
2023 Q3	$19.6M	Buy	830,340 +57,315	+7%	+$1.41M	9.46%	2
2023 Q2	$18.7M	Buy	773,025 +76,143	+11%	+$1.82M	10.88%	1
2023 Q1	$17M	Buy	696,882 +22,422	+3%	+$561K	10.46%	1
2022 Q4	$17M	Buy	674,460 +15,942	+2%	+$393K	11.02%	1
2022 Q3	$14.6M	Buy	658,518 +26,718	+4%	+$649K	9.7%	2
2022 Q2	$15.1M	Buy	631,800 +43,083	+7%	+$1.1M	9.28%	2
2022 Q1	$15.5M	Buy	588,717 +16,308	+3%	+$427K	10.7%	1
2021 Q4	$15.4M	Buy	+572,409	New	+$14.9M	9.93%	1