Sanibel Captiva Trust Company’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 | $800K | Hold |
30,199
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $844K | Buy |
30,199
+7,750
| +35% | +$217K | 0.03% | 235 |
|
|
2024
Q4 | $613K | Buy |
22,449
+5,400
| +32% | +$148K | 0.02% | 251 |
|
|
2024
Q3 | $480K | Hold |
17,049
| – | – | 0.02% | 279 |
|
|
2024
Q2 | $442K | Sell |
17,049
-750
| -4% | -$19.4K | 0.02% | 271 |
|
|
2024
Q1 | $478K | Buy |
+17,799
| New | +$478K | 0.02% | 261 |
|