Sanibel Captiva Trust Company’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
$885K Buy
2025
Q2
$800K Hold
2025
Q1
$844K Buy
2024
Q4
$613K Buy
2024
Q3
$480K Hold
2024
Q2
$442K Sell
2024
Q1
$478K Buy