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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
2025
Q1
$1.26M Buy
2024
Q4
$1.04M Buy
2024
Q3
$770K Buy
2024
Q2
$678K Sell
2024
Q1
$751K Buy
2023
Q4
$570K Buy
2020
Q1
Sell
2019
Q4
$263K Buy