WealthGarden F.S.’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
$2.15M Sell
81,084
-19
-0% -$504 1.78% 13
2025
Q1
$2.27M Buy
81,103
+331
+0.4% +$9.26K 2.18% 6
2024
Q4
$2.21M Buy
80,772
+1,881
+2% +$51.4K 2.06% 7
2024
Q3
$2.22M Buy
78,891
+3,342
+4% +$94.2K 2.16% 6
2024
Q2
$1.96M Buy
+75,549
New +$1.96M 2.06% 10