CPA
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Capital Performance Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Performance Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-280
Closed -$23.7K – 2200
2024
Q3 		$23.7K Sell
280
-3,972
-93% -$336K 0.01% 556
2024
Q2 		$331K Buy
+4,252
New +$331K 0.13% 60