Cambridge Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cambridge Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.45M	Sell	130,243 -23,359	-15%	-$619K	0.72%	22
2025 Q1	$4.29M	Buy	153,602 +74	+0%	+$2.07K	0.94%	20
2024 Q4	$4.19M	Buy	153,528 +2,097	+1%	+$57.3K	0.94%	20
2024 Q3	$4.27M	Sell	151,431 -3,039	-2%	-$85.6K	0.93%	19
2024 Q2	$4M	Sell	154,470 -2,130	-1%	-$55.2K	0.93%	19
2024 Q1	$4.21M	Sell	156,600 -11,874	-7%	-$319K	0.99%	19
2023 Q4	$4.28M	Sell	168,474 -10,920	-6%	-$277K	1.07%	19
2023 Q3	$4.23M	Sell	179,394 -7,842	-4%	-$185K	1.14%	18
2023 Q2	$4.53M	Sell	187,236 -1,983	-1%	-$48K	1.16%	18
2023 Q1	$4.61M	Buy	189,219 +705	+0.4%	+$17.2K	1.18%	17
2022 Q4	$4.75M	Buy	188,514 +9,021	+5%	+$227K	1.27%	16
2022 Q3	$3.98M	Buy	179,493 +48,696	+37%	+$1.08M	1.14%	16
2022 Q2	$3.12M	Buy	130,797 +10,722	+9%	+$256K	0.85%	20
2022 Q1	$3.16M	Buy	120,075 +11,187	+10%	+$294K	0.75%	21
2021 Q4	$2.93M	Buy	108,888 +3,282	+3%	+$88.4K	0.66%	23
2021 Q3	$2.61M	Sell	105,606 -627	-0.6%	-$15.5K	0.64%	24
2021 Q2	$2.68M	Buy	106,233 +4,191	+4%	+$106K	0.65%	24
2021 Q1	$2.48M	Sell	102,042 -1,005	-1%	-$24.4K	0.63%	27
2020 Q4	$2.2M	Sell	103,047 -1,539	-1%	-$32.9K	0.59%	28
2020 Q3	$1.93M	Sell	104,586 -471	-0.4%	-$8.68K	0.57%	28
2020 Q2	$1.81M	Sell	105,057 -453	-0.4%	-$7.81K	0.57%	28
2020 Q1	$1.58M	Buy	105,510 +5,982	+6%	+$89.7K	0.58%	28
2019 Q4	$1.92M	Sell	99,528 -5,658	-5%	-$109K	0.59%	25
2019 Q3	$1.92M	Buy	105,186 +3,897	+4%	+$71.2K	0.63%	24
2019 Q2	$1.79M	Buy	101,289 +15,279	+18%	+$270K	0.59%	27
2019 Q1	$1.5M	Sell	86,010 -18,720	-18%	-$326K	0.51%	37
2018 Q4	$1.64M	Buy	104,730 +588	+0.6%	+$9.21K	0.61%	27
2018 Q3	$1.84M	Buy	104,142 +1,227	+1%	+$21.7K	0.62%	28
2018 Q2	$1.69M	Sell	102,915 -7,500	-7%	-$123K	0.6%	32
2018 Q1	$1.81M	Buy	110,415 +18,525	+20%	+$303K	0.65%	30
2017 Q4	$1.57M	Sell	91,890 -5,343	-5%	-$91.1K	0.57%	32
2017 Q3	$1.52M	Sell	97,233 -3,396	-3%	-$53K	0.58%	32
2017 Q2	$1.51M	Sell	100,629 -9,843	-9%	-$148K	0.61%	31
2017 Q1	$1.64M	Sell	110,472 -1,485	-1%	-$22.1K	0.68%	29
2016 Q4	$1.63M	Buy	111,957 +3,468	+3%	+$50.4K	0.72%	28
2016 Q3	$1.53M	Buy	108,489 +5,022	+5%	+$70.8K	0.68%	30
2016 Q2	$1.43M	Buy	103,467 +2,415	+2%	+$33.4K	0.65%	32
2016 Q1	$1.35M	Buy	101,052 +7,620	+8%	+$102K	0.63%	36
2015 Q4	$1.2M	Buy	93,432 +5,301	+6%	+$68.1K	0.68%	36
2015 Q3	$1.06M	Buy	88,131 +17,193	+24%	+$206K	0.62%	40
2015 Q2	$905K	Buy	70,938 +255	+0.4%	+$3.25K	0.51%	53
2015 Q1	$929K	Buy	70,683 +591	+0.8%	+$7.77K	0.54%	53
2014 Q4	$931K	Buy	+70,092	New	+$931K	0.57%	52