WoodTrust Financial’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 Q1	–	Sell	-8,472	Closed	-$231K	–	179
2024 Q4	$231K	Buy	+8,472	New	+$231K	0.03%	160
2024 Q3	–	Sell	-13,884	Closed	-$360K	–	189
2024 Q2	$360K	Buy	+13,884	New	+$360K	0.06%	129