Northcape Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Northcape Wealth 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 Q3	$295K	Hold
2025 Q2	$286K	Hold
2025 Q1	$302K	Hold
2024 Q4	$295K	Hold
2024 Q3	$304K	Hold
2024 Q2	$280K	Hold
2024 Q1	$290K	Hold
2023 Q4	$274K	Buy