Base Wealth Management LLC’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	$6.79M	Buy	256,153 +7,552	+3%	+$200K	4.35%	10
2025 Q1	$6.95M	Buy	+248,601	New	+$6.95M	5.3%	6