Aldebaran Financial’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 | $570K | Hold |
21,524
| – | – | 0.63% | 40 |
|
|
2025
Q1 | $602K | Hold |
21,524
| – | – | 0.74% | 38 |
|
|
2024
Q4 | $586K | Buy |
+21,524
| New | +$586K | 0.69% | 41 |
|
|
2017
Q4 | – | Sell |
-58,257
| Closed | -$909K | – | 95 |
|
|
2017
Q3 | $909K | Buy |
58,257
+21
| +0% | +$328 | 0.63% | 52 |
|
|
2017
Q2 | $875K | Buy |
58,236
+24
| +0% | +$361 | 0.64% | 50 |
|
|
2017
Q1 | $865K | Buy |
58,212
+24
| +0% | +$357 | 0.66% | 49 |
|
|
2016
Q4 | $845K | Buy |
58,188
+27
| +0% | +$392 | 0.67% | 53 |
|
|
2016
Q3 | $820K | Buy |
58,161
+18
| +0% | +$254 | 0.65% | 55 |
|
|
2016
Q2 | $811K | Buy |
58,143
+24
| +0% | +$335 | 0.65% | 53 |
|
|
2016
Q1 | $777K | Buy |
58,119
+24
| +0% | +$321 | 0.68% | 50 |
|
|
2015
Q4 | $741K | Buy |
58,095
+21
| +0% | +$268 | 0.69% | 48 |
|
|
2015
Q3 | $696K | Buy |
+58,074
| New | +$696K | 0.66% | 49 |
|