B
Bensler’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
225,714
-6,772
| -3% | -$179K | 0.67% | 49 |
|
|
2025
Q1 | $6.5M | Sell |
232,486
-5,080
| -2% | -$142K | 0.81% | 43 |
|
|
2024
Q4 | $6.49M | Buy |
237,566
+149,820
| +171% | +$4.09M | 0.77% | 43 |
|
|
2024
Q3 | $7.42M | Sell |
87,746
-8,458
| -9% | -$715K | 0.94% | 39 |
|
|
2024
Q2 | $7.48M | Sell |
96,204
-10,049
| -9% | -$781K | 1.01% | 30 |
|
|
2024
Q1 | $8.57M | Sell |
106,253
-17,526
| -14% | -$1.41M | 1.24% | 28 |
|
|
2023
Q4 | $9.42M | Sell |
123,779
-9,528
| -7% | -$725K | 1.56% | 18 |
|
|
2023
Q3 | $9.43M | Buy |
133,307
+551
| +0.4% | +$39K | 1.82% | 16 |
|
|
2023
Q2 | $9.64M | Sell |
132,756
-8,591
| -6% | -$624K | 1.83% | 16 |
|
|
2023
Q1 | $10.3M | Sell |
141,347
-4,125
| -3% | -$302K | 2.09% | 10 |
|
|
2022
Q4 | $11M | Sell |
145,472
-16
| -0% | -$1.21K | 2.44% | 8 |
|
|
2022
Q3 | $9.66M | Buy |
145,488
+2,188
| +2% | +$145K | 2.3% | 9 |
|
|
2022
Q2 | $10.3M | Buy |
143,300
+1,201
| +0.8% | +$86K | 2.44% | 6 |
|
|
2022
Q1 | $11.2M | Buy |
+142,099
| New | +$11.2M | 2.36% | 7 |
|