Brass Tax Wealth Management’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 | $13.3M | Buy |
503,409
+15,858
| +3% | +$420K | 2.57% | 10 |
|
|
2025
Q1 | $13.6M | Buy |
487,551
+15,542
| +3% | +$435K | 2.86% | 9 |
|
|
2024
Q4 | $12.9M | Sell |
472,009
-11,519
| -2% | -$315K | 2.71% | 9 |
|
|
2024
Q3 | $13.6M | Buy |
483,528
+401,103
| +487% | +$11.3M | 2.92% | 8 |
|
|
2024
Q2 | $2.14M | Buy |
82,425
+59,355
| +257% | +$1.54M | 0.92% | 24 |
|
|
2024
Q1 | $620K | Buy |
+23,070
| New | +$620K | 0.32% | 44 |
|