Aprio 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 | $2.25M | Buy |
84,752
+1,074
| +1% | +$28.5K | 0.25% | 62 |
|
|
2025
Q1 | $2.34M | Sell |
83,678
-4,705
| -5% | -$132K | 0.29% | 60 |
|
|
2024
Q4 | $2.41M | Buy |
88,383
+903
| +1% | +$24.7K | 0.35% | 48 |
|
|
2024
Q3 | $2.46M | Sell |
87,480
-621
| -0.7% | -$17.5K | 0.39% | 44 |
|
|
2024
Q2 | $2.28M | Sell |
88,101
-6,333
| -7% | -$164K | 0.42% | 39 |
|
|
2024
Q1 | $2.54M | Sell |
94,434
-4,437
| -4% | -$119K | 0.5% | 31 |
|
|
2023
Q4 | $2.51M | Buy |
98,871
+6,747
| +7% | +$171K | 0.56% | 30 |
|
|
2023
Q3 | $2.17M | Buy |
92,124
+67,860
| +280% | +$1.6M | 0.6% | 29 |
|
|
2023
Q2 | $587K | Sell |
24,264
-1,197
| -5% | -$29K | 0.16% | 68 |
|
|
2023
Q1 | $621K | Buy |
25,461
+4,959
| +24% | +$121K | 0.19% | 55 |
|
|
2022
Q4 | $516K | Sell |
20,502
-4,002
| -16% | -$101K | 0.18% | 61 |
|
|
2022
Q3 | $543K | Sell |
24,504
-2,799
| -10% | -$62K | 0.22% | 57 |
|
|
2022
Q2 | $652K | Sell |
27,303
-486
| -2% | -$11.6K | 0.26% | 41 |
|
|
2022
Q1 | $731K | Buy |
27,789
+10,182
| +58% | +$268K | 0.28% | 42 |
|
|
2021
Q4 | $474K | Sell |
17,607
-1,362
| -7% | -$36.7K | 0.2% | 44 |
|
|
2021
Q3 | $469K | Sell |
18,969
-8,928
| -32% | -$221K | 0.21% | 42 |
|
|
2021
Q2 | $703K | Buy |
+27,897
| New | +$703K | 0.33% | 36 |
|
|
2020
Q4 | $292K | Sell |
13,653
-12,135
| -47% | -$260K | 0.19% | 41 |
|
|
2020
Q3 | $475K | Sell |
25,788
-6,735
| -21% | -$124K | 0.34% | 38 |
|
|
2020
Q2 | $561K | Buy |
32,523
+900
| +3% | +$15.5K | 0.54% | 35 |
|
|
2020
Q1 | $474K | Buy |
+31,623
| New | +$474K | 0.6% | 31 |
|