49 Wealth Management’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 | $427K | Sell |
16,101
-3,087
| -16% | -$81.8K | 0.05% | 99 |
|
|
2025
Q1 | $537K | Sell |
19,188
-411
| -2% | -$11.5K | 0.06% | 90 |
|
|
2024
Q4 | $535K | Sell |
19,599
-2,883
| -13% | -$78.8K | 0.08% | 79 |
|
|
2024
Q3 | $633K | Sell |
22,482
-159
| -0.7% | -$4.48K | 0.1% | 73 |
|
|
2024
Q2 | $584K | Buy |
22,641
+1,857
| +9% | +$47.9K | 0.12% | 78 |
|
|
2024
Q1 | $555K | Buy |
20,784
+4,266
| +26% | +$114K | 0.12% | 53 |
|
|
2023
Q4 | $419K | Buy |
+16,518
| New | +$419K | 0.11% | 61 |
|