Christensen King & Associates Investment Services’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 | $13.8M | Sell |
521,382
-13,099
| -2% | -$347K | 6.33% | 3 |
|
|
2025
Q1 | $14.9M | Sell |
534,481
-3,769
| -0.7% | -$105K | 7.06% | 2 |
|
|
2024
Q4 | $14.8M | Sell |
538,250
-8,812
| -2% | -$243K | 6.96% | 3 |
|
|
2024
Q3 | $15.4M | Sell |
547,062
-18,804
| -3% | -$530K | 7.26% | 2 |
|
|
2024
Q2 | $14.7M | Sell |
565,866
-18,720
| -3% | -$485K | 7.24% | 2 |
|
|
2024
Q1 | $15.7M | Sell |
584,586
-8,025
| -1% | -$216K | 7.85% | 2 |
|
|
2023
Q4 | $15M | Buy |
+592,611
| New | +$15M | 8.05% | 2 |
|