Blue Barn Wealth’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 | $13M | Buy |
491,076
+14,354
| +3% | +$380K | 6.13% | 4 |
|
|
2025
Q1 | $13.3M | Buy |
476,722
+27,617
| +6% | +$772K | 6.95% | 4 |
|
|
2024
Q4 | $12.3M | Buy |
449,105
+17,582
| +4% | +$480K | 6.47% | 4 |
|
|
2024
Q3 | $12.2M | Buy |
431,523
+20,694
| +5% | +$583K | 6.24% | 4 |
|
|
2024
Q2 | $10.7M | Buy |
410,829
+12,096
| +3% | +$314K | 5.93% | 4 |
|
|
2024
Q1 | $10.7M | Buy |
398,733
+6,087
| +2% | +$164K | 5.98% | 4 |
|
|
2023
Q4 | $9.96M | Buy |
392,646
+20,883
| +6% | +$530K | 5.92% | 4 |
|
|
2023
Q3 | $8.77M | Buy |
371,763
+16,545
| +5% | +$390K | 5.76% | 4 |
|
|
2023
Q2 | $8.6M | Buy |
355,218
+7,875
| +2% | +$191K | 5.59% | 5 |
|
|
2023
Q1 | $8.47M | Buy |
347,343
+21,972
| +7% | +$536K | 5.25% | 5 |
|
|
2022
Q4 | $8.19M | Sell |
325,371
-1,296
| -0.4% | -$32.6K | 5.39% | 6 |
|
|
2022
Q3 | $7.23M | Buy |
326,667
+13,434
| +4% | +$297K | 5.15% | 6 |
|
|
2022
Q2 | $7.48M | Buy |
313,233
+14,493
| +5% | +$346K | 5.73% | 5 |
|
|
2022
Q1 | $7.86M | Buy |
298,740
+30,234
| +11% | +$795K | 5.44% | 5 |
|
|
2021
Q4 | $7.24M | Buy |
268,506
+35,847
| +15% | +$966K | 4.89% | 5 |
|
|
2021
Q3 | $5.76M | Buy |
232,659
+26,037
| +13% | +$644K | 5.05% | 5 |
|
|
2021
Q2 | $5.21M | Buy |
+206,622
| New | +$5.21M | 5.34% | 5 |
|