Cambridge Financial Group (Arizona)’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 | $2.81M | Sell |
106,050
-4,991
| -4% | -$132K | 1.06% | 23 |
|
|
2025
Q1 | $3.09M | Sell |
111,041
-1,185
| -1% | -$32.9K | 1.31% | 18 |
|
|
2024
Q4 | $3.07M | Sell |
112,226
-5,785
| -5% | -$158K | 1.31% | 18 |
|
|
2024
Q3 | $3.33M | Buy |
118,011
+801
| +0.7% | +$22.6K | 1.38% | 18 |
|
|
2024
Q2 | $3.04M | Sell |
117,210
-1,845
| -2% | -$47.8K | 1.39% | 17 |
|
|
2024
Q1 | $3.2M | Sell |
119,055
-4,407
| -4% | -$118K | 1.52% | 15 |
|
|
2023
Q4 | $3.13M | Buy |
+123,462
| New | +$3.13M | 1.63% | 14 |
|