Avant 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 | $8.44M | Sell |
318,606
-2,540
| -0.8% | -$67.3K | 6.55% | 2 |
|
|
2025
Q1 | $8.98M | Buy |
321,146
+6,875
| +2% | +$192K | 7.47% | 1 |
|
|
2024
Q4 | $8.59M | Buy |
+314,271
| New | +$8.59M | 7.12% | 1 |
|
|
2023
Q3 | $6.79M | Buy |
287,838
+8,754
| +3% | +$206K | 7.76% | 1 |
|
|
2023
Q2 | $6.76M | Buy |
279,084
+19,449
| +7% | +$471K | 7.46% | 1 |
|
|
2023
Q1 | $6.33M | Buy |
259,635
+14,925
| +6% | +$364K | 7.32% | 1 |
|
|
2022
Q4 | $6.16M | Sell |
244,710
-5,886
| -2% | -$148K | 7.56% | 1 |
|
|
2022
Q3 | $5.55M | Buy |
250,596
+10,521
| +4% | +$233K | 7.49% | 1 |
|
|
2022
Q2 | $5.73M | Sell |
240,075
-429
| -0.2% | -$10.2K | 7.41% | 1 |
|
|
2022
Q1 | $6.32M | Buy |
240,504
+6,294
| +3% | +$165K | 7.07% | 1 |
|
|
2021
Q4 | $6.31M | Buy |
+234,210
| New | +$6.31M | 6.93% | 1 |
|