Cape Investment Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cape Investment 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 Q2	$4.57M	Buy
2025 Q1	$4.64M	Buy
2024 Q4	$4.42M	Sell
2024 Q3	$4.57M	Buy
2024 Q2	$3.75M	Buy
2024 Q1	$3.44M	Buy
2023 Q4	$2.83M	Buy
2023 Q3	$2.35M	Buy
2023 Q2	$2.19M	Sell
2023 Q1	$2.23M	Buy