Whipplewood Advisors’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	–	Sell	-1,813	Closed	-$1.73K	–	1260
2025 Q1	$1.73K	Buy	1,813 +1,751	+2,824%	+$1.68K	﹤0.01%	917
2024 Q4	$1.69K	Buy	+62	New	+$1.69K	﹤0.01%	910