Attessa Capital’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
$1.77M Sell
66,970
-9,617
-13% -$255K 1.14% 12
2025
Q1
$2.14M Sell
76,587
-9,880
-11% -$276K 1.4% 17
2024
Q4
$2.36M Buy
+86,467
New +$2.36M 1.61% 16