Bernardo Wealth Planning’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 | $525K | Buy |
19,802
+5,889
| +42% | +$156K | 0.11% | 71 |
|
|
2025
Q1 | $389K | Buy |
13,913
+367
| +3% | +$10.3K | 0.09% | 76 |
|
|
2024
Q4 | $366K | Sell |
13,546
-25,598
| -65% | -$691K | 0.09% | 76 |
|
|
2024
Q3 | $376K | Buy |
39,144
+27,276
| +230% | +$262K | 0.09% | 78 |
|
|
2024
Q2 | $308K | Buy |
11,868
+4,047
| +52% | +$105K | 0.08% | 77 |
|
|
2024
Q1 | $210K | Buy |
+7,821
| New | +$210K | 0.06% | 99 |
|
|
2021
Q1 | – | Sell |
-24,540
| Closed | -$524K | – | 138 |
|
|
2020
Q4 | $524K | Buy |
+24,540
| New | +$524K | 0.2% | 93 |
|