Carrera Capital Advisors’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
Q2
$436K Buy
16,466
+160
+1% +$4.24K 0.09% 99
2025
Q1
$456K Buy
16,306
+621
+4% +$17.4K 0.1% 111
2024
Q4
$429K Buy
15,685
+3,916
+33% +$107K 0.1% 101
2024
Q3
$332K Sell
11,769
-1,821
-13% -$51.3K 0.08% 89
2024
Q2
$356K Buy
+13,590
New +$356K 0.12% 65