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

American Capital Advisory’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$686K	Buy
2025 Q2	$662K	Buy
2025 Q1	$520K	Hold
2024 Q4	$508K	Sell
2024 Q3	$530K	Hold
2024 Q2	$477K	Buy
2024 Q1	$268K	Sell
2023 Q4	$477K	Buy