Colorado Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Colorado Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.04M	Buy
2025 Q2	$995K	Buy
2025 Q1	$998K	Buy
2024 Q4	$966K	Buy
2024 Q3	$980K	Buy
2024 Q2	$892K	Hold
2024 Q1	$925K	Buy
2019 Q1	–	Sell
2018 Q4	$171K	Sell
2018 Q3	$200K	Buy