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

Karpus Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-168,352
Closed -$12.3M – 330
2023
Q1 		$12.3M Sell
168,352
-4,238
-2% -$310K 0.39% 59
2022
Q4 		$13M Buy
+172,590
New +$13M 0.44% 54