Wealthcare Capital Management’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
$898K Buy
33,892
+10,282
+44% +$272K 0.1% 36
2025
Q1
$660K Buy
+23,610
New +$660K 0.07% 45
2020
Q2
Sell
-1,695
Closed -$25K 206
2020
Q1
$25K Buy
+1,695
New +$25K ﹤0.01% 122