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R.M. Davis Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

R.M. Davis Inc’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$438K Sell
16,518
-155
-0.9% -$4.11K 0.01% 215
2025
Q1 		$466K Sell
16,673
-1,350
-7% -$37.7K 0.01% 209
2024
Q4 		$492K Buy
+18,023
New +$492K 0.01% 199