Bruce G. Allen Investments’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 | $7.73M | Sell |
291,646
-2,841
| -1% | -$75.3K | 5.86% | 5 |
|
|
2025
Q1 | $8.23M | Buy |
294,487
+12,649
| +4% | +$354K | 6.52% | 5 |
|
|
2024
Q4 | $7.7M | Buy |
281,838
+11,355
| +4% | +$310K | 6.25% | 4 |
|
|
2024
Q3 | $7.62M | Buy |
270,483
+4,740
| +2% | +$134K | 5.92% | 5 |
|
|
2024
Q2 | $6.89M | Sell |
265,743
-4,116
| -2% | -$107K | 5.79% | 5 |
|
|
2024
Q1 | $7.25M | Buy |
269,859
+10,521
| +4% | +$283K | 5.96% | 5 |
|
|
2023
Q4 | $6.58M | Buy |
+259,338
| New | +$6.58M | 5.99% | 3 |
|