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Wernau Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wernau Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$827K Hold
31,209
– – 0.57% 22
2025
Q1 		$873K Hold
31,209
– – 0.68% 22
2024
Q4 		$853K Buy
+31,209
New +$853K 0.64% 22