Inscription 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
Q3
$1.43M Sell
2025
Q2
$1.41M Buy
2025
Q1
$3.04M Buy
2024
Q3
$3.46M Buy
2024
Q2
$2.98M Buy
2024
Q1
$3.04M Buy
2023
Q4
$1.54M Buy
2023
Q3
$1.4M Buy
2023
Q2
$1.35M Buy
2023
Q1
$1.26M Buy
2022
Q1
Sell
2021
Q4
$209K Buy
2021
Q3
Sell
2021
Q2
$3.4M Buy