Bridgewealth Advisory Group’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 | $554K | Sell |
20,916
-3,463
| -14% | -$91.8K | 0.14% | 66 |
|
|
2025
Q1 | $682K | Sell |
24,379
-268,368
| -92% | -$7.5M | 0.9% | 32 |
|
|
2024
Q4 | $8.15M | Sell |
292,747
-88,445
| -23% | -$2.46M | 2.3% | 14 |
|
|
2024
Q3 | $10.7M | Buy |
381,192
+39,327
| +12% | +$1.11M | 3.9% | 8 |
|
|
2024
Q2 | $8.86M | Buy |
341,865
+36,003
| +12% | +$933K | 3.92% | 7 |
|
|
2024
Q1 | $8.22M | Buy |
305,862
+165,558
| +118% | +$4.45M | 4.02% | 7 |
|
|
2023
Q4 | $3.56M | Buy |
140,304
+85,419
| +156% | +$2.17M | 2.73% | 10 |
|
|
2023
Q3 | $1.29M | Buy |
54,885
+30,069
| +121% | +$709K | 1.59% | 16 |
|
|
2023
Q2 | $601K | Buy |
24,816
+5,631
| +29% | +$136K | 0.98% | 23 |
|
|
2023
Q1 | $468K | Sell |
19,185
-5,058
| -21% | -$123K | 0.86% | 25 |
|
|
2022
Q4 | $610K | Buy |
+24,243
| New | +$610K | 1.2% | 17 |
|