Angeles 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 | $468K | Buy |
17,673
+7,173
| +68% | +$190K | 0.03% | 187 |
|
|
2025
Q1 | $294K | Hold |
10,500
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $287K | Buy |
10,500
+10,410
| +11,567% | +$284K | 0.02% | 224 |
|
|
2024
Q3 | $2.54K | Hold |
90
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $2.33K | Sell |
90
-975
| -92% | -$25.3K | ﹤0.01% | 302 |
|
|
2024
Q1 | $28.6K | Sell |
1,065
-6
| -0.6% | -$161 | ﹤0.01% | 264 |
|
|
2023
Q4 | $27.2K | Sell |
1,071
-4,764
| -82% | -$121K | ﹤0.01% | 238 |
|
|
2023
Q3 | $138K | Sell |
5,835
-14,670
| -72% | -$346K | 0.02% | 179 |
|
|
2023
Q2 | $496K | Buy |
20,505
+90
| +0.4% | +$2.18K | 0.07% | 110 |
|
|
2023
Q1 | $498K | Sell |
20,415
-2,910
| -12% | -$71K | 0.07% | 113 |
|
|
2022
Q4 | $587K | Buy |
23,325
+3,885
| +20% | +$97.8K | 0.1% | 100 |
|
|
2022
Q3 | $430K | Buy |
19,440
+192
| +1% | +$4.25K | 0.09% | 102 |
|
|
2022
Q2 | $460K | Buy |
+19,248
| New | +$460K | 0.09% | 104 |
|