Avidian Wealth Enterprises’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 | $4.65M | Buy |
175,635
+29,307
| +20% | +$777K | 0.19% | 77 |
|
|
2025
Q1 | $4.09M | Sell |
146,328
-414
| -0.3% | -$11.6K | 0.18% | 80 |
|
|
2024
Q4 | $4.01M | Buy |
146,742
+13,647
| +10% | +$373K | 0.18% | 81 |
|
|
2024
Q3 | $3.75M | Buy |
133,095
+756
| +0.6% | +$21.3K | 0.17% | 82 |
|
|
2024
Q2 | $3.43M | Buy |
132,339
+57,777
| +77% | +$1.5M | 0.14% | 82 |
|
|
2024
Q1 | $2M | Sell |
74,562
-3,075
| -4% | -$82.6K | 0.1% | 109 |
|
|
2023
Q4 | $1.97M | Sell |
77,637
-99,009
| -56% | -$2.51M | 0.12% | 106 |
|
|
2023
Q3 | $4.17M | Buy |
176,646
+6,129
| +4% | +$145K | 0.29% | 70 |
|
|
2023
Q2 | $4.13M | Buy |
170,517
+18,171
| +12% | +$440K | 0.27% | 74 |
|
|
2023
Q1 | $3.72M | Buy |
152,346
+144,324
| +1,799% | +$3.52M | 0.2% | 96 |
|
|
2022
Q4 | $202K | Buy |
+8,022
| New | +$202K | 0.01% | 426 |
|
|
2022
Q3 | – | Sell |
-11,163
| Closed | -$267K | – | 456 |
|
|
2022
Q2 | $267K | Sell |
11,163
-171
| -2% | -$4.09K | 0.02% | 373 |
|
|
2022
Q1 | $298K | Sell |
11,334
-222
| -2% | -$5.84K | 0.02% | 380 |
|
|
2021
Q4 | $311K | Buy |
+11,556
| New | +$311K | 0.02% | 384 |
|