CB
Chris Bulman’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
169,455
+49,270
| +41% | +$1.31M | 2.56% | 11 |
|
|
2025
Q1 | $3.36M | Buy |
120,185
+47,893
| +66% | +$1.34M | 2.12% | 11 |
|
|
2024
Q4 | $1.98M | Buy |
72,292
+62,976
| +676% | +$1.72M | 1.26% | 23 |
|
|
2024
Q3 | $787K | Buy |
+9,316
| New | +$787K | 0.54% | 43 |
|