TCA
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Transcend Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Transcend Capital Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.28M Buy
48,231
+2,953
+7% +$78.3K 0.1% 184
2025
Q1 		$1.27M Buy
45,278
+5,050
+13% +$141K 0.09% 218
2024
Q4 		$1.1M Sell
40,228
-82,175
-67% -$2.25M 0.08% 228
2024
Q3 		$3.45M Buy
+122,403
New +$3.45M 0.23% 111