KG&L Capital Management’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
$501K Buy
18,887
+7,376
+64% +$195K 0.15% 117
2025
Q1
$322K Buy
+11,511
New +$322K 0.1% 153