Balboa Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $550K | Sell |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $962K | Buy |
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|
2024
Q2 | $852K | Sell |
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|
2024
Q1 | $911K | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $944K | Buy |
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|
2022
Q3 | $802K | Buy |
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