Allie Family Office’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 | $1.14M | Buy |
43,106
+267
| +0.6% | +$7.08K | 0.57% | 29 |
|
|
2025
Q1 | $1.2M | Buy |
42,839
+9,313
| +28% | +$260K | 0.65% | 24 |
|
|
2024
Q4 | $916K | Buy |
33,526
+4,603
| +16% | +$126K | 0.51% | 32 |
|
|
2024
Q3 | $815K | Sell |
28,923
-999
| -3% | -$28.1K | 0.44% | 36 |
|
|
2024
Q2 | $776K | Buy |
29,922
+114
| +0.4% | +$2.96K | 0.47% | 36 |
|
|
2024
Q1 | $804K | Hold |
29,808
| – | – | 0.47% | 34 |
|
|
2023
Q4 | $756K | Buy |
+29,808
| New | +$756K | 0.52% | 30 |
|