Armstrong Advisory 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 | $414K | Buy |
15,636
+437
| +3% | +$11.6K | 0.03% | 138 |
|
|
2025
Q1 | $415K | Hold |
15,199
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $415K | Buy |
15,199
+1,609
| +12% | +$44K | 0.03% | 125 |
|
|
2024
Q3 | $383K | Buy |
13,590
+768
| +6% | +$21.6K | 0.03% | 128 |
|
|
2024
Q2 | $332K | Buy |
12,822
+12
| +0.1% | +$311 | 0.03% | 132 |
|
|
2024
Q1 | $325K | Hold |
12,810
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $325K | Buy |
12,810
+18
| +0.1% | +$457 | 0.03% | 131 |
|
|
2023
Q3 | $302K | Buy |
12,792
+12
| +0.1% | +$283 | 0.03% | 126 |
|
|
2023
Q2 | $309K | Buy |
12,780
+15
| +0.1% | +$363 | 0.03% | 125 |
|
|
2023
Q1 | $311K | Sell |
12,765
-1,008
| -7% | -$24.6K | 0.04% | 122 |
|
|
2022
Q4 | $347K | Buy |
+13,773
| New | +$347K | 0.05% | 113 |
|