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Capital A Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital A Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$14.3K Buy
513
+153
+43% +$4.28K 0.02% 259
2024
Q4 		$9.84K Buy
+360
New +$9.84K 0.02% 307