NorthCrest Asset Manangement’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Buy
2025
Q2
$321K Sell
2025
Q1
$1.35M Buy
2024
Q4
$1.15M Buy
2024
Q3
$1.19M Buy