LDB
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Lee, Danner & Bass’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-2,825
Closed -$77.2K – 618
2024
Q4 		$77.2K Buy
+2,825
New +$77.2K 0.01% 305