Aberdeen 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 | $199K | Buy |
7,510
+10
| +0.1% | +$265 | 0.13% | 143 |
|
|
2025
Q1 | $210K | Hold |
7,500
| – | – | 0.14% | 139 |
|
|
2024
Q4 | $205K | Hold |
7,500
| – | – | 0.14% | 143 |
|
|
2024
Q3 | $211K | Hold |
7,500
| – | – | 0.14% | 142 |
|
|
2024
Q2 | $194K | Hold |
7,500
| – | – | 0.13% | 144 |
|
|
2024
Q1 | $202K | Hold |
7,500
| – | – | 0.12% | 147 |
|
|
2023
Q4 | $190K | Hold |
7,500
| – | – | 0.14% | 143 |
|
|
2023
Q3 | $177K | Hold |
7,500
| – | – | 0.13% | 142 |
|
|
2023
Q2 | $182K | Hold |
7,500
| – | – | 0.13% | 141 |
|
|
2023
Q1 | $183K | Hold |
7,500
| – | – | 0.14% | 142 |
|
|
2022
Q4 | $189K | Hold |
7,500
| – | – | 0.14% | 142 |
|
|
2022
Q3 | $166K | Hold |
7,500
| – | – | 0.15% | 135 |
|
|
2022
Q2 | $179K | Hold |
7,500
| – | – | 0.14% | 139 |
|
|
2022
Q1 | $197K | Hold |
7,500
| – | – | 0.13% | 144 |
|
|
2021
Q4 | $202K | Buy |
+7,500
| New | +$202K | 0.13% | 142 |
|
|
2021
Q2 | – | Sell |
-7,500
| Closed | -$182K | – | 148 |
|
|
2021
Q1 | $182K | Sell |
7,500
-261
| -3% | -$6.33K | 0.14% | 131 |
|
|
2020
Q4 | $166K | Buy |
+7,761
| New | +$166K | 0.13% | 135 |
|