Bear Mountain 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 | – | Sell |
-60
| Closed | -$1.55K | – | 300 |
|
|
2025
Q1 | $1.55K | Hold |
60
| – | – | ﹤0.01% | 157 |
|
|
2024
Q4 | $1.69K | Sell |
60
-120
| -67% | -$3.37K | ﹤0.01% | 126 |
|
|
2024
Q3 | $1.71K | Sell |
180
-1,095
| -86% | -$10.4K | ﹤0.01% | 127 |
|
|
2024
Q2 | $33.8K | Buy |
1,275
+12
| +1% | +$319 | 0.01% | 74 |
|
|
2024
Q1 | $31.9K | Sell |
1,263
-87
| -6% | -$2.2K | 0.01% | 76 |
|
|
2023
Q4 | $34.1K | Buy |
+1,350
| New | +$34.1K | 0.01% | 80 |
|