Bordeaux Wealth Advisors’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 | $545K | Sell |
20,567
-1,898
| -8% | -$50.3K | 0.07% | 83 |
|
|
2025
Q1 | $628K | Buy |
22,465
+623
| +3% | +$17.4K | 0.12% | 76 |
|
|
2024
Q4 | $597K | Sell |
21,842
-1
| -0% | -$27 | 0.1% | 76 |
|
|
2024
Q3 | $615K | Buy |
21,843
+438
| +2% | +$12.3K | 0.11% | 75 |
|
|
2024
Q2 | $555K | Sell |
21,405
-22,290
| -51% | -$578K | 0.11% | 74 |
|
|
2024
Q1 | $1.17M | Buy |
43,695
+23,565
| +117% | +$633K | 0.39% | 34 |
|
|
2023
Q4 | $511K | Buy |
20,130
+8,772
| +77% | +$223K | 0.17% | 57 |
|
|
2023
Q3 | $268K | Hold |
11,358
| – | – | 0.11% | 74 |
|
|
2023
Q2 | $275K | Hold |
11,358
| – | – | 0.11% | 77 |
|
|
2023
Q1 | $277K | Buy |
+11,358
| New | +$277K | 0.14% | 86 |
|