Capital Investment Counsel (Colorado)’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
Q2
$3.19M Sell
2025
Q1
$3.45M Buy
2024
Q4
$3.32M Buy
2024
Q3
$3.05M Sell
2024
Q2
$3.01M Buy
2024
Q1
$2.95M Buy
2023
Q4
$1.32M Buy