WG
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Welch Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Welch Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$311K Buy
11,724
+3,624
+45% +$96K 0.01% 205
2025
Q1 		$223K Buy
8,100
+305
+4% +$8.41K 0.01% 230
2024
Q4 		$212K Buy
7,795
+70
+0.9% +$1.91K 0.01% 245
2024
Q3 		$218K Buy
+7,725
New +$218K 0.01% 248