Fortitude Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.8K Buy
3,615
+2,565
+244% +$68K 0.03% 171
2025
Q1
$29.4K Sell
1,050
-1,935
-65% -$54.1K 0.01% 317
2024
Q4
$81.6K Sell
2,985
-1,740
-37% -$47.5K 0.03% 195
2024
Q3
$133K Buy
+4,725
New +$133K 0.05% 137