Birchbrook’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 | $6.53K | Buy |
246
+1
| +0.4% | +$27 | ﹤0.01% | 207 |
|
|
2025
Q1 | $6.85K | Buy |
245
+2
| +0.8% | +$56 | ﹤0.01% | 201 |
|
|
2024
Q4 | $6.65K | Hold |
243
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $6.85K | Buy |
243
+3
| +1% | +$85 | ﹤0.01% | 200 |
|
|
2024
Q2 | $6.22K | Sell |
240
-411
| -63% | -$10.7K | ﹤0.01% | 207 |
|
|
2024
Q1 | $17.5K | Sell |
651
-423
| -39% | -$11.4K | 0.01% | 171 |
|
|
2023
Q4 | $27.3K | Buy |
+1,074
| New | +$27.3K | 0.02% | 150 |
|