BIG
Builder Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
26,075
+25
| +0.1% | +$662 | 0.17% | 60 |
|
|
2025
Q1 | $728K | Buy |
26,050
+22
| +0.1% | +$615 | 0.21% | 56 |
|
|
2024
Q4 | $711K | Buy |
26,028
+17,363
| +200% | +$474K | 0.19% | 56 |
|
|
2024
Q3 | $732K | Buy |
8,665
+21
| +0.2% | +$1.78K | 0.2% | 56 |
|
|
2024
Q2 | $672K | Buy |
8,644
+94
| +1% | +$7.31K | 0.18% | 56 |
|
|
2024
Q1 | $689K | Buy |
8,550
+532
| +7% | +$42.9K | 0.2% | 54 |
|
|
2023
Q4 | $610K | Buy |
8,018
+8
| +0.1% | +$609 | 0.22% | 55 |
|
|
2023
Q3 | $567K | Buy |
8,010
+2
| +0% | +$142 | 0.22% | 56 |
|
|
2023
Q2 | $582K | Buy |
8,008
+29
| +0.4% | +$2.11K | 0.23% | 54 |
|
|
2023
Q1 | $584K | Buy |
7,979
+1
| +0% | +$73 | 0.25% | 52 |
|
|
2022
Q4 | $603K | Buy |
+7,978
| New | +$603K | 0.29% | 51 |
|