Apella Capital’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 | $409K | Buy |
15,102
+6,713
| +80% | +$182K | 0.01% | 320 |
|
|
2025
Q1 | $217K | Buy |
+8,389
| New | +$217K | 0.01% | 366 |
|
|
2024
Q4 | – | Sell |
-7,101
| Closed | -$200K | – | 351 |
|
|
2024
Q3 | $200K | Sell |
7,101
-831
| -10% | -$23.4K | 0.01% | 314 |
|
|
2024
Q2 | $204K | Buy |
7,932
+306
| +4% | +$7.87K | 0.01% | 299 |
|
|
2024
Q1 | $202K | Buy |
+7,626
| New | +$202K | 0.01% | 285 |
|