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

Narwhal Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$967K	Buy
2025 Q1	$1.01M	Buy
2024 Q4	$948K	Hold
2024 Q3	$978K	Sell
2024 Q2	$1.25M	Hold
2024 Q1	$1.3M	Buy
2023 Q4	$1.09M	Buy
2023 Q3	$950K	Sell
2023 Q2	$1M	Buy