BSW Wealth Partners’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 | $210K | Sell |
7,914
-1,509
| -16% | -$40K | 0.03% | 300 |
|
|
2025
Q1 | $263K | Buy |
+9,423
| New | +$263K | 0.04% | 250 |
|
|
2024
Q4 | – | Sell |
-7,818
| Closed | -$220K | – | 321 |
|
|
2024
Q3 | $220K | Sell |
7,818
-78
| -1% | -$2.2K | 0.03% | 271 |
|
|
2024
Q2 | $205K | Hold |
7,896
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $212K | Buy |
+7,896
| New | +$212K | 0.04% | 273 |
|
|
2022
Q1 | – | Sell |
-7,500
| Closed | -$202K | – | 307 |
|
|
2021
Q4 | $202K | Buy |
+7,500
| New | +$202K | 0.05% | 249 |
|