Forte Capital’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 | $306K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $949K | Buy |
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