Ally Invest Advisors’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 | $947K | Sell |
35,752
-2,529
| -7% | -$67K | 0.07% | 38 |
|
|
2025
Q1 | $1.07M | Sell |
38,281
-1,760
| -4% | -$49.2K | 0.09% | 35 |
|
|
2024
Q4 | $1.09M | Sell |
40,041
-1,743
| -4% | -$47.6K | 0.09% | 34 |
|
|
2024
Q3 | $1.18M | Sell |
41,784
-7,875
| -16% | -$222K | 0.1% | 32 |
|
|
2024
Q2 | $1.29M | Sell |
49,659
-219
| -0.4% | -$5.68K | 0.12% | 30 |
|
|
2024
Q1 | $1.34M | Sell |
49,878
-7,560
| -13% | -$203K | 0.13% | 30 |
|
|
2023
Q4 | $1.46M | Sell |
57,438
-1,632
| -3% | -$41.4K | 0.16% | 24 |
|
|
2023
Q3 | $1.39M | Sell |
59,070
-1,641
| -3% | -$38.7K | 0.16% | 22 |
|
|
2023
Q2 | $1.47M | Buy |
60,711
+6,303
| +12% | +$153K | 0.17% | 21 |
|
|
2023
Q1 | $1.33M | Buy |
54,408
+27,255
| +100% | +$665K | 0.16% | 21 |
|
|
2022
Q4 | $684K | Buy |
27,153
+10,461
| +63% | +$263K | 0.09% | 23 |
|
|
2022
Q3 | $370K | Buy |
+16,692
| New | +$370K | 0.05% | 23 |
|