CHB Investment Group’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
$2.55M Buy
96,186
+693
+0.7% +$18.4K 1.3% 38
2025
Q1
$2.67M Buy
95,493
+765
+0.8% +$21.4K 1.42% 27
2024
Q4
$2.59M Sell
94,728
-3,144
-3% -$85.9K 1.41% 34
2024
Q3
$2.76M Buy
+97,872
New +$2.76M 1.46% 31