Burkett Financial Services’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 | $43.4M | Buy |
1,639,370
+59,201
| +4% | +$1.57M | 15.64% | 2 |
|
|
2025
Q1 | $44.2M | Buy |
1,580,169
+38,030
| +2% | +$1.06M | 18% | 1 |
|
|
2024
Q4 | $42.1M | Buy |
1,542,139
+5,815
| +0.4% | +$159K | 17.23% | 2 |
|
|
2024
Q3 | $43.3M | Buy |
1,536,324
+43,722
| +3% | +$1.23M | 17.89% | 2 |
|
|
2024
Q2 | $38.7M | Buy |
1,492,602
+7,239
| +0.5% | +$188K | 19.85% | 2 |
|
|
2024
Q1 | $39.9M | Buy |
1,485,363
+32,991
| +2% | +$887K | 20.58% | 2 |
|
|
2023
Q4 | $36.9M | Buy |
+1,452,372
| New | +$36.9M | 20.53% | 2 |
|