Cascade Financial Partners’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 | $398K | Sell |
15,034
-6,045
| -29% | -$160K | 0.05% | 177 |
|
|
2025
Q1 | $589K | Sell |
21,079
-1,168
| -5% | -$32.7K | 0.07% | 143 |
|
|
2024
Q4 | $608K | Sell |
22,247
-43,444
| -66% | -$1.19M | 0.08% | 129 |
|
|
2024
Q3 | $620K | Buy |
65,691
+35,073
| +115% | +$331K | 0.08% | 130 |
|
|
2024
Q2 | $794K | Hold |
30,618
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $784K | Buy |
+30,618
| New | +$784K | 0.11% | 113 |
|