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

Fortis Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.65M	Sell
2025 Q1	$2.98M	Buy
2024 Q4	$2.84M	Buy
2024 Q3	$2.74M	Buy
2024 Q2	$1.71M	Buy
2024 Q1	$1.07M	Buy
2023 Q4	$762K	Buy
2023 Q3	$293K	Buy
2023 Q2	$216K	Buy