Wealthspan Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthspan Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.56M	Buy
2025 Q2	$3.3M	Buy
2025 Q1	$2.89M	Buy
2024 Q4	$2.33M	Buy
2024 Q3	$1.35M	Buy
2024 Q2	$387K	Buy
2024 Q1	$246K	Buy