Zhang 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 Q2	$1.47M	Sell	55,553 -16,748	-23%	-$444K	0.07%	136
2025 Q1	$2.02M	Sell	72,301 -2,427	-3%	-$67.9K	0.11%	106
2024 Q4	$2.04M	Buy	+74,728	New	+$2.04M	0.12%	93