Certuity’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 | $770K | Hold |
21,946
| – | – | 0.07% | 151 |
|
|
2025
Q1 | $797K | Buy |
21,946
+8,360
| +62% | +$304K | 0.08% | 140 |
|
|
2024
Q4 | $557K | Buy |
13,586
+3,800
| +39% | +$156K | 0.06% | 163 |
|
|
2024
Q3 | $276K | Sell |
9,786
-20,637
| -68% | -$581K | 0.03% | 278 |
|
|
2024
Q2 | $789K | Sell |
30,423
-933
| -3% | -$24.2K | 0.06% | 146 |
|
|
2024
Q1 | $843K | Sell |
31,356
-1,071
| -3% | -$28.8K | 0.07% | 126 |
|
|
2023
Q4 | $823K | Sell |
32,427
-228
| -0.7% | -$5.79K | 0.08% | 127 |
|
|
2023
Q3 | $770K | Buy |
32,655
+3,153
| +11% | +$74.4K | 0.09% | 96 |
|
|
2023
Q2 | $714K | Buy |
29,502
+12,747
| +76% | +$309K | 0.08% | 109 |
|
|
2023
Q1 | $409K | Buy |
+16,755
| New | +$409K | 0.06% | 122 |
|