Winch Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winch Advisory Services’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 Q2	$2.7K	Buy
2025 Q1	$2.29K	Buy
2024 Q4	$2.21K	Buy
2020 Q4	–	Sell
2020 Q3	$9K	Buy