NovaPoint Capital’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
$356K Hold
2025
Q2
$345K Hold
2025
Q1
$364K Hold
2024
Q4
$356K Hold
2024
Q3
$367K Buy
2024
Q2
$296K Hold
2024
Q1
$307K Sell
2023
Q4
$298K Buy
2020
Q1
Sell
2019
Q4
$529K Buy