Maple 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
$1.75M Sell
65,950
-1,436
-2% -$38.1K 0.12% 44
2025
Q1
$1.88M Buy
67,386
+5,685
+9% +$159K 0.15% 44
2024
Q4
$1.69M Buy
61,701
+3,060
+5% +$83.6K 0.12% 47
2024
Q3
$1.65M Buy
58,641
+792
+1% +$22.3K 0.13% 45
2024
Q2
$1.5M Sell
57,849
-5,046
-8% -$131K 0.12% 47
2024
Q1
$1.69M Sell
62,895
-10,809
-15% -$291K 0.15% 42
2023
Q4
$1.87M Sell
73,704
-4,524
-6% -$115K 0.19% 37
2023
Q3
$1.85M Buy
78,228
+2,895
+4% +$68.3K 0.21% 40
2023
Q2
$1.82M Sell
75,333
-1,839
-2% -$44.5K 0.2% 41
2023
Q1
$1.88M Sell
77,172
-3,024
-4% -$73.7K 0.23% 40
2022
Q4
$2.02M Buy
80,196
+1,353
+2% +$34.1K 0.27% 39
2022
Q3
$2.01M Buy
78,843
+2,805
+4% +$71.5K 0.25% 43
2022
Q2
$1.82M Sell
76,038
-1,290
-2% -$30.8K 0.24% 43
2022
Q1
$2.03M Sell
77,328
-9,498
-11% -$250K 0.24% 45
2021
Q4
$2.34M Buy
86,826
+3,903
+5% +$105K 0.26% 45
2021
Q3
$2.05M Buy
82,923
+783
+1% +$19.4K 0.26% 44
2021
Q2
$2.13M Sell
82,140
-4,602
-5% -$119K 0.26% 45
2021
Q1
$2.11M Buy
86,742
+3,438
+4% +$83.6K 0.31% 43
2020
Q4
$1.78M Buy
83,304
+363
+0.4% +$7.76K 0.27% 45
2020
Q3
$1.7M Sell
82,941
-210
-0.3% -$4.31K 0.28% 46
2020
Q2
$1.43M Buy
83,151
+1,830
+2% +$31.6K 0.28% 47
2020
Q1
$1.22M Buy
81,321
+2,052
+3% +$30.8K 0.3% 43
2019
Q4
$1.53M Buy
79,269
+34,800
+78% +$672K 0.3% 47
2019
Q3
$812K Buy
44,469
+5,775
+15% +$105K 0.17% 61
2019
Q2
$684K Buy
38,694
+10,035
+35% +$177K 0.15% 66
2019
Q1
$499K Buy
+28,659
New +$499K 0.12% 78