Arrowroot Family Office’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 | $6.96M | Buy |
+262,507
| New | +$6.96M | 3.12% | 6 |
|
|
2024
Q4 | $5.34M | Buy |
195,590
+1,805
| +0.9% | +$49.3K | 2.78% | 7 |
|
|
2024
Q3 | $5.46M | Sell |
193,785
-5,289
| -3% | -$149K | 3.18% | 7 |
|
|
2024
Q2 | $5.16M | Sell |
199,074
-7,095
| -3% | -$184K | 3.3% | 6 |
|
|
2024
Q1 | $5.54M | Sell |
206,169
-24,603
| -11% | -$661K | 3.55% | 4 |
|
|
2023
Q4 | $5.86M | Sell |
230,772
-4,089
| -2% | -$104K | 4.14% | 3 |
|
|
2023
Q3 | $5.54M | Buy |
234,861
+13,239
| +6% | +$312K | 4.37% | 4 |
|
|
2023
Q2 | $5.36M | Buy |
221,622
+92,784
| +72% | +$2.25M | 4.06% | 2 |
|
|
2023
Q1 | $3.14M | Buy |
+128,838
| New | +$3.14M | 2.68% | 5 |
|