WWA
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Wisconsin Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wisconsin Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$688K Buy
25,975
+13,979
+117% +$370K 0.79% 45
2025
Q1 		$335K Buy
+11,996
New +$335K 0.48% 54