FTDI
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First Trust Direct Indexing’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Trust Direct Indexing’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,219
Closed -$851K – 746
2024
Q3 		$851K Buy
30,219
+5,235
+21% +$148K 0.05% 397
2024
Q2 		$648K Buy
+24,984
New +$648K 0.04% 428