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Note Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Note Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Buy
59,718
+5,242
+10% +$139K 1.09% 21
2025
Q1 		$1.52M Buy
54,476
+6,091
+13% +$170K 1.26% 19
2024
Q4 		$1.32M Buy
+48,385
New +$1.32M 1.17% 22