Eagle Rock Investment Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eagle Rock Investment Company’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	$282K	Sell
2025 Q2	$275K	Buy
2025 Q1	$288K	Sell
2024 Q4	$283K	Buy
2024 Q3	$290K	Buy
2024 Q2	$242K	Buy
2024 Q1	$230K	Buy
2023 Q4	$212K	Buy