Beaird Harris Wealth Management’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 | $403K | Buy |
15,196
+15,002
| +7,733% | +$398K | 0.03% | 101 |
|
|
2025
Q1 | $5.43K | Buy |
194
+1
| +0.5% | +$28 | ﹤0.01% | 378 |
|
|
2024
Q4 | $5.26K | Buy |
193
+1
| +0.5% | +$27 | ﹤0.01% | 375 |
|
|
2024
Q3 | $5.39K | Sell |
192
-11,514
| -98% | -$323K | ﹤0.01% | 372 |
|
|
2024
Q2 | $303K | Hold |
11,706
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $315K | Buy |
11,706
+3
| +0% | +$81 | 0.03% | 90 |
|
|
2023
Q4 | $297K | Buy |
11,703
+168
| +1% | +$4.26K | 0.03% | 88 |
|
|
2023
Q3 | $272K | Buy |
11,535
+11,352
| +6,203% | +$268K | 0.03% | 82 |
|
|
2023
Q2 | $4.42K | Hold |
183
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $4.49K | Buy |
183
+3
| +2% | +$74 | ﹤0.01% | 328 |
|
|
2022
Q4 | $4.52K | Sell |
180
-1,608
| -90% | -$40.4K | ﹤0.01% | 437 |
|
|
2022
Q3 | $40K | Hold |
1,788
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $43K | Buy |
1,788
+3
| +0.2% | +$72 | 0.01% | 145 |
|
|
2022
Q1 | $47K | Hold |
1,785
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $48K | Buy |
+1,785
| New | +$48K | 0.02% | 241 |
|