Capital Squared Financial LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Squared Financial LLC’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.01M	Buy
2025 Q3	$1.93M	Buy
2025 Q2	$1.39M	Buy