Atomi Financial 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 | $5.57M | Buy |
210,039
+24,004
| +13% | +$636K | 0.21% | 83 |
|
|
2025
Q1 | $5.2M | Buy |
186,035
+16,362
| +10% | +$457K | 0.24% | 85 |
|
|
2024
Q4 | $4.64M | Buy |
169,673
+62,009
| +58% | +$1.69M | 0.23% | 85 |
|
|
2024
Q3 | $3.03M | Buy |
107,664
+180
| +0.2% | +$5.07K | 0.19% | 94 |
|
|
2024
Q2 | $2.79M | Sell |
107,484
-1,203
| -1% | -$31.2K | 0.21% | 91 |
|
|
2024
Q1 | $2.92M | Buy |
108,687
+312
| +0.3% | +$8.39K | 0.27% | 85 |
|
|
2023
Q4 | $2.75M | Buy |
108,375
+54,474
| +101% | +$1.38M | 0.38% | 56 |
|
|
2023
Q3 | $1.27M | Buy |
53,901
+15,048
| +39% | +$355K | 0.42% | 62 |
|
|
2023
Q2 | $940K | Sell |
38,853
-8,685
| -18% | -$210K | 0.43% | 65 |
|
|
2023
Q1 | $1.16M | Buy |
+47,538
| New | +$1.16M | 0.65% | 36 |
|