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Sovran Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sovran Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.91M Buy
143,050
+12,375
+9% +$338K 0.41% 61
2025
Q1 		$3.32M Buy
130,675
+6,963
+6% +$177K 0.43% 55
2024
Q4 		$3.4M Buy
+123,712
New +$3.4M 0.49% 51