Basepoint Wealth LLC’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
Q2
$507K Sell
2025
Q1
$542K Buy
2024
Q4
$525K Sell
2024
Q3
$818K Sell
2024
Q2
$757K Buy
2024
Q1
$751K Buy