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Wood Tarver Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wood Tarver Financial Group’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 		$857K Sell
32,351
-2,885
-8% -$76.4K 0.26% 57
2025
Q1 		$985K Sell
35,236
-3,440
-9% -$96.2K 0.32% 48
2024
Q4 		$1.06M Buy
+38,676
New +$1.06M 0.35% 41