Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.16M | Buy |
122,001
+6,078
| +5% | +$158K | 0.03% | 185 |
|
|
2024
Q1 | $3.12M | Buy |
115,923
+705
| +0.6% | +$18.9K | 0.03% | 188 |
|
|
2023
Q4 | $2.92M | Sell |
115,218
-78,354
| -40% | -$1.99M | 0.03% | 191 |
|
|
2023
Q3 | $4.57M | Sell |
193,572
-15,768
| -8% | -$372K | 0.06% | 140 |
|
|
2023
Q2 | $5.07M | Buy |
209,340
+146,121
| +231% | +$3.54M | 0.07% | 131 |
|
|
2023
Q1 | $1.59M | Hold |
63,219
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $1.59M | Sell |
63,219
-41,601
| -40% | -$1.05M | 0.03% | 211 |
|
|
2022
Q3 | $2.32M | Buy |
104,820
+2,907
| +3% | +$64.4K | 0.05% | 160 |
|
|
2022
Q2 | $2.43M | Buy |
101,913
+15,984
| +19% | +$382K | 0.05% | 160 |
|
|
2022
Q1 | $2.26M | Buy |
85,929
+5,148
| +6% | +$135K | 0.04% | 165 |
|
|
2021
Q4 | $2.18M | Buy |
80,781
+840
| +1% | +$22.6K | 0.04% | 169 |
|
|
2021
Q3 | $1.98M | Sell |
79,941
-1,875
| -2% | -$46.4K | 0.04% | 172 |
|
|
2021
Q2 | $2.06M | Buy |
81,816
+57,408
| +235% | +$1.45M | 0.05% | 165 |
|
|
2021
Q1 | $593K | Sell |
24,408
-1,839
| -7% | -$44.7K | 0.03% | 299 |
|
|
2020
Q4 | $561K | Buy |
+26,247
| New | +$561K | 0.03% | 297 |
|
|
2020
Q3 | – | Sell |
-12,162
| Closed | -$210K | – | 491 |
|
|
2020
Q2 | $210K | Sell |
12,162
-5,544
| -31% | -$95.7K | 0.02% | 370 |
|
|
2020
Q1 | $265K | Buy |
17,706
+6,084
| +52% | +$91.1K | 0.03% | 368 |
|
|
2019
Q4 | $224K | Buy |
+11,622
| New | +$224K | 0.02% | 417 |
|
|
2015
Q1 | – | Sell |
-16,638
| Closed | -$221K | – | 226 |
|
|
2014
Q4 | $221K | Buy |
+16,638
| New | +$221K | 0.09% | 183 |
|