Biltmore Family Office’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 | $11.9K | Hold |
450
| – | – | ﹤0.01% | 266 |
|
|
2025
Q1 | $12.6K | Hold |
450
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $12.3K | Hold |
450
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $12.7K | Hold |
450
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $11.8K | Hold |
450
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $12.1K | Hold |
450
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $11.4K | Hold |
450
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $10.6K | Buy |
+450
| New | +$10.6K | ﹤0.01% | 219 |
|
|
2023
Q2 | – | Sell |
-450
| Closed | -$11K | – | 259 |
|
|
2023
Q1 | $11K | Hold |
450
| – | – | ﹤0.01% | 255 |
|
|
2022
Q4 | $11.3K | Buy |
+450
| New | +$11.3K | ﹤0.01% | 242 |
|