BFG
Bouchey Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7M | Buy |
3,046,323
+53,223
| +2% | +$1.41M | 6.71% | 3 |
|
|
2025
Q1 | $83.7M | Buy |
2,993,100
+60,357
| +2% | +$1.69M | 7.55% | 3 |
|
|
2024
Q4 | $80.1M | Buy |
2,932,743
+2,116,465
| +259% | +$57.8M | 7% | 3 |
|
|
2024
Q3 | $69M | Buy |
816,278
+62,377
| +8% | +$5.27M | 6.17% | 4 |
|
|
2024
Q2 | $58.8M | Sell |
753,901
-59,767
| -7% | -$4.66M | 5.59% | 5 |
|
|
2024
Q1 | $65.6M | Buy |
813,668
+48,756
| +6% | +$3.93M | 6.46% | 3 |
|
|
2023
Q4 | $58.2M | Buy |
764,912
+73,731
| +11% | +$5.61M | 6.24% | 3 |
|
|
2023
Q3 | $48.9M | Buy |
691,181
+76,884
| +13% | +$5.44M | 6% | 3 |
|
|
2023
Q2 | $44.6M | Buy |
614,297
+37,393
| +6% | +$2.72M | 5.4% | 4 |
|
|
2023
Q1 | $42.2M | Buy |
576,904
+17,101
| +3% | +$1.25M | 5.57% | 4 |
|
|
2022
Q4 | $42.3M | Buy |
559,803
+551,431
| +6,587% | +$41.7M | 6.09% | 3 |
|
|
2022
Q3 | $556K | Sell |
8,372
-89
| -1% | -$5.91K | 0.08% | 48 |
|
|
2022
Q2 | $606K | Sell |
8,461
-27
| -0.3% | -$1.93K | 0.1% | 44 |
|
|
2022
Q1 | $670K | Sell |
8,488
-96
| -1% | -$7.58K | 0.09% | 43 |
|
|
2021
Q4 | $694K | Sell |
8,584
-40
| -0.5% | -$3.23K | 0.09% | 47 |
|
|
2021
Q3 | $640K | Sell |
8,624
-176
| -2% | -$13.1K | 0.09% | 46 |
|
|
2021
Q2 | $665K | Sell |
8,800
-298
| -3% | -$22.5K | 0.11% | 39 |
|
|
2021
Q1 | $663K | Sell |
9,098
-638
| -7% | -$46.5K | 0.11% | 41 |
|
|
2020
Q4 | $624K | Sell |
9,736
-339
| -3% | -$21.7K | 0.11% | 41 |
|
|
2020
Q3 | $557K | Sell |
10,075
-72
| -0.7% | -$3.98K | 0.11% | 40 |
|
|
2020
Q2 | $525K | Sell |
10,147
-377
| -4% | -$19.5K | 0.11% | 39 |
|
|
2020
Q1 | $473K | Sell |
10,524
-534
| -5% | -$24K | 0.13% | 39 |
|
|
2019
Q4 | $640K | Sell |
11,058
-38,763
| -78% | -$2.24M | 0.15% | 45 |
|
|
2019
Q3 | $2.73M | Buy |
49,821
+918
| +2% | +$50.3K | 0.65% | 23 |
|
|
2019
Q2 | $2.6M | Buy |
48,903
+3,812
| +8% | +$202K | 0.63% | 23 |
|
|
2019
Q1 | $2.36M | Buy |
45,091
+856
| +2% | +$44.7K | 0.59% | 25 |
|
|
2018
Q4 | $2.08M | Buy |
44,235
+13,965
| +46% | +$656K | 0.59% | 28 |
|
|
2018
Q3 | $1.6M | Sell |
30,270
-5,591
| -16% | -$296K | 0.39% | 31 |
|
|
2018
Q2 | $1.77M | Buy |
35,861
+700
| +2% | +$34.5K | 0.48% | 29 |
|
|
2018
Q1 | $1.72M | Buy |
35,161
+25,335
| +258% | +$1.24M | 0.49% | 28 |
|
|
2017
Q4 | $503K | Buy |
9,826
+2,081
| +27% | +$107K | 0.15% | 46 |
|
|
2017
Q3 | $362K | Buy |
7,745
+1,620
| +26% | +$75.7K | 0.11% | 52 |
|
|
2017
Q2 | $276K | Buy |
+6,125
| New | +$276K | 0.09% | 55 |
|