Altus Wealth Group’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 | $1.43M | Buy |
53,828
+4,730
| +10% | +$125K | 0.63% | 33 |
|
|
2025
Q1 | $1.37M | Buy |
49,098
+4,871
| +11% | +$136K | 0.64% | 31 |
|
|
2024
Q4 | $1.21M | Buy |
44,227
+2,959
| +7% | +$80.8K | 0.53% | 43 |
|
|
2024
Q3 | $1.16M | Buy |
41,268
+1,692
| +4% | +$47.7K | 0.5% | 46 |
|
|
2024
Q2 | $1.03M | Buy |
39,576
+4,785
| +14% | +$124K | 0.51% | 46 |
|
|
2024
Q1 | $935K | Buy |
34,791
+1,353
| +4% | +$36.4K | 0.47% | 55 |
|
|
2023
Q4 | $849K | Sell |
33,438
-2,517
| -7% | -$63.9K | 0.47% | 54 |
|
|
2023
Q3 | $848K | Buy |
35,955
+567
| +2% | +$13.4K | 0.54% | 46 |
|
|
2023
Q2 | $857K | Buy |
35,388
+2,757
| +8% | +$66.7K | 0.53% | 45 |
|
|
2023
Q1 | $796K | Hold |
32,631
| – | – | 0.54% | 47 |
|
|
2022
Q4 | $822K | Buy |
+32,631
| New | +$822K | 0.62% | 39 |
|
|
2022
Q2 | – | Sell |
-9,603
| Closed | -$253K | – | 120 |
|
|
2022
Q1 | $253K | Buy |
+9,603
| New | +$253K | 0.21% | 94 |
|
|
2021
Q2 | – | Sell |
-918
| Closed | -$23K | – | 156 |
|
|
2021
Q1 | $23K | Hold |
918
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $20K | Buy |
+918
| New | +$20K | 0.02% | 376 |
|