Cascades Capital Asset Management’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	–	Sell	-16,350	Closed	-$457K	–	152
2025 Q1	$457K	Buy	+16,350	New	+$457K	0.25%	63
2024 Q4	–	Sell	-55,698	Closed	-$1.57M	–	112
2024 Q3	$1.57M	Buy	+55,698	New	+$1.57M	0.86%	28