Naples Money 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
2024
Q3
$10K Buy
357
+3
+0.8% +$84 0.01% 184
2024
Q2
$9.1K Buy
354
+6
+2% +$154 0.01% 202
2024
Q1
$9.38K Buy
348
+3
+0.9% +$81 0.01% 205
2023
Q4
$8.79K Buy
+345
New +$8.79K 0.01% 221