Novem Group’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
$540K Sell
20,362
-277,914
-93% -$7.36M 0.07% 237
2025
Q1
$8.34M Buy
298,276
+253,089
+560% +$7.08M 1.17% 20
2024
Q4
$1.23M Buy
+45,187
New +$1.23M 0.18% 94