Badgley Phelps Wealth Managers’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 | $715K | Buy |
26,983
+39
| +0.1% | +$1.03K | 0.02% | 199 |
|
|
2025
Q1 | $753K | Sell |
26,944
-958
| -3% | -$26.8K | 0.02% | 189 |
|
|
2024
Q4 | $762K | Sell |
27,902
-2,629
| -9% | -$71.8K | 0.02% | 189 |
|
|
2024
Q3 | $860K | Buy |
30,531
+11,343
| +59% | +$320K | 0.02% | 181 |
|
|
2024
Q2 | $503K | Buy |
19,188
+8,817
| +85% | +$231K | 0.01% | 198 |
|
|
2024
Q1 | $279K | Sell |
10,371
-1,299
| -11% | -$34.9K | 0.01% | 225 |
|
|
2023
Q4 | $296K | Buy |
11,670
+975
| +9% | +$24.7K | 0.01% | 218 |
|
|
2023
Q3 | $252K | Buy |
+10,695
| New | +$252K | 0.01% | 205 |
|