EA
Enclave Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
88,531
-5,473
| -6% | -$145K | 0.38% | 41 |
|
|
2025
Q1 | $2.63M | Sell |
94,004
-765
| -0.8% | -$21.4K | 0.45% | 38 |
|
|
2024
Q4 | $2.59M | Buy |
94,769
+62,168
| +191% | +$1.7M | 0.43% | 41 |
|
|
2024
Q3 | $2.76M | Buy |
+32,601
| New | +$2.76M | 0.47% | 37 |
|