Northcape Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
10,800
| – | – | 0.09% | 120 |
|
|
2025
Q1 | $302K | Hold |
10,800
| – | – | 0.1% | 116 |
|
|
2024
Q4 | $295K | Hold |
10,800
| – | – | 0.1% | 118 |
|
|
2024
Q3 | $304K | Hold |
10,800
| – | – | 0.1% | 114 |
|
|
2024
Q2 | $280K | Hold |
10,800
| – | – | 0.1% | 116 |
|
|
2024
Q1 | $290K | Hold |
10,800
| – | – | 0.11% | 114 |
|
|
2023
Q4 | $274K | Buy |
+10,800
| New | +$274K | 0.1% | 122 |
|