Winch Advisory Services’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	$2.7K	Buy	102 +20	+24%	+$529	﹤0.01%	393
2025 Q1	$2.29K	Buy	82 +1	+1%	+$28	﹤0.01%	402
2024 Q4	$2.21K	Buy	+81	New	+$2.21K	﹤0.01%	431
2020 Q4	–	Sell	-474	Closed	-$9K	–	455
2020 Q3	$9K	Buy	+474	New	+$9K	﹤0.01%	222