Vivaldi Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vivaldi Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$283K	Buy
2025 Q2	$217K	Sell
2025 Q1	$2.51M	Buy
2024 Q4	$1.84M	Buy
2024 Q3	$1.44M	Buy
2020 Q2	–	Sell
2020 Q1	$482K	Buy