Cary Street Partners Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cary Street Partners Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.48M	Buy
2024 Q2	$2.91M	Buy
2024 Q1	$2.53M	Buy
2023 Q4	$1.99M	Buy
2023 Q3	$1.07M	Buy
2023 Q2	$760K	Buy
2023 Q1	$468K	Buy
2022 Q4	$456K	Buy
2022 Q3	$38K	Buy