Wilkins Miller Wealth Management’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
$758K Sell
28,597
-526
-2% -$13.9K 0.52% 46
2025
Q1
$814K Buy
29,123
+68
+0.2% +$1.9K 0.61% 41
2024
Q4
$794K Buy
+29,055
New +$794K 0.83% 26