CSC
Caldwell Sutter Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
11,258
+711
| +7% | +$18.8K | 0.14% | 152 |
|
|
2025
Q1 | $295K | Buy |
10,547
+1,186
| +13% | +$33.2K | 0.14% | 157 |
|
|
2024
Q4 | $256K | Buy |
9,361
+6,641
| +244% | +$181K | 0.12% | 169 |
|
|
2024
Q3 | $230K | Buy |
2,720
+110
| +4% | +$9.3K | 0.11% | 185 |
|
|
2024
Q2 | $203K | Buy |
2,610
+1,050
| +67% | +$81.6K | 0.1% | 195 |
|
|
2024
Q1 | $126K | Buy |
1,560
+1,020
| +189% | +$82.2K | 0.06% | 252 |
|
|
2023
Q4 | $41.1K | Buy |
+540
| New | +$41.1K | 0.02% | 361 |
|