Napatree Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$724K Buy
2024
Q4
$705K Buy
2024
Q3
$724K Sell
2024
Q2
$876K Sell
2024
Q1
$943K Hold
2023
Q4
$932K Buy