Cape Cod Five Cents Savings Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$358K Hold
2025
Q2
$358K Hold
2025
Q1
$358K Hold
2024
Q4
$358K Sell
2024
Q3
$358K Sell
2024
Q2
$336K Hold
2024
Q1
$349K Hold
2023
Q4
$329K Buy