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Wolfstich Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wolfstich Capital’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$478K Sell
18,051
-7,641
-30% -$202K 1.05% 10
2025
Q1 		$718K Hold
25,692
– – 0.65% 17
2024
Q4 		$702K Buy
+25,692
New +$702K 0.62% 17