Napatree Capital’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
Q1 | $724K | Buy |
25,908
+104
| +0.4% | +$2.91K | 0.41% | 67 |
|
|
2024
Q4 | $705K | Buy |
25,804
+121
| +0.5% | +$3.31K | 0.41% | 69 |
|
|
2024
Q3 | $724K | Sell |
25,683
-8,103
| -24% | -$228K | 0.5% | 61 |
|
|
2024
Q2 | $876K | Sell |
33,786
-2,949
| -8% | -$76.4K | 0.71% | 37 |
|
|
2024
Q1 | $943K | Hold |
36,735
| – | – | 0.91% | 35 |
|
|
2023
Q4 | $932K | Buy |
+36,735
| New | +$932K | 0.93% | 30 |
|