Abound 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 | $79K | Hold |
2,979
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $83.3K | Sell |
2,979
-1,648
| -36% | -$46.1K | 0.03% | 129 |
|
|
2024
Q4 | $126K | Buy |
4,627
+82
| +2% | +$2.24K | 0.04% | 89 |
|
|
2024
Q3 | $128K | Sell |
4,545
-2,301
| -34% | -$64.9K | 0.04% | 87 |
|
|
2024
Q2 | $177K | Sell |
6,846
-357
| -5% | -$9.25K | 0.07% | 63 |
|
|
2024
Q1 | $194K | Sell |
7,203
-267
| -4% | -$7.18K | 0.07% | 62 |
|
|
2023
Q4 | $190K | Buy |
7,470
+2,490
| +50% | +$63.2K | 0.08% | 61 |
|
|
2023
Q3 | $117K | Buy |
4,980
+1,536
| +45% | +$36.2K | 0.05% | 69 |
|
|
2023
Q2 | $83.3K | Buy |
3,444
+18
| +0.5% | +$436 | 0.03% | 91 |
|
|
2023
Q1 | $83.5K | Buy |
3,426
+630
| +23% | +$15.4K | 0.04% | 88 |
|
|
2022
Q4 | $70.4K | Hold |
2,796
| – | – | 0.03% | 85 |
|
|
2022
Q3 | $61.9K | Hold |
2,796
| – | – | 0.03% | 97 |
|
|
2022
Q2 | $66.7K | Hold |
2,796
| – | – | 0.04% | 59 |
|
|
2022
Q1 | $73.5K | Sell |
2,796
-24
| -0.9% | -$631 | 0.05% | 59 |
|
|
2021
Q4 | $76K | Buy |
+2,820
| New | +$76K | 0.06% | 57 |
|