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Kane Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kane Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364K Sell
13,730
-7,971
-37% -$211K 0.19% 77
2025
Q1 		$607K Sell
21,701
-1,668
-7% -$46.6K 0.29% 70
2024
Q4 		$638K Buy
+23,369
New +$638K 0.36% 65