Cape Cod Five Cents Savings Bank’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
Q1 | $358K | Hold |
4,235
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $358K | Sell |
4,235
-8,470
| -67% | -$716K | 0.03% | 152 |
|
|
2024
Q3 | $358K | Sell |
12,705
-270
| -2% | -$7.61K | 0.03% | 152 |
|
|
2024
Q2 | $336K | Hold |
12,975
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $349K | Hold |
12,975
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $329K | Buy |
+12,975
| New | +$329K | 0.03% | 156 |
|