FCIM
Fairview Capital Investment Management’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 | $1.34M | Buy |
50,600
+5,538
| +12% | +$147K | 0.07% | 84 |
|
|
2025
Q1 | $1.26M | Buy |
45,062
+6,934
| +18% | +$194K | 0.07% | 82 |
|
|
2024
Q4 | $1.04M | Buy |
38,128
+29,024
| +319% | +$793K | 0.05% | 88 |
|
|
2024
Q3 | $770K | Buy |
9,104
+384
| +4% | +$32.5K | 0.04% | 99 |
|
|
2024
Q2 | $678K | Sell |
8,720
-600
| -6% | -$46.7K | 0.04% | 99 |
|
|
2024
Q1 | $751K | Buy |
9,320
+1,830
| +24% | +$148K | 0.04% | 102 |
|
|
2023
Q4 | $570K | Buy |
+7,490
| New | +$570K | 0.03% | 104 |
|
|
2020
Q1 | – | Sell |
-4,545
| Closed | -$263K | – | 141 |
|
|
2019
Q4 | $263K | Buy |
+4,545
| New | +$263K | 0.01% | 126 |
|