Clear Creek Financial Management’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 | $1.22M | Sell |
46,195
-432
| -0.9% | -$11.4K | 0.12% | 190 |
|
|
2025
Q1 | $1.3M | Buy |
46,627
+9,532
| +26% | +$267K | 0.14% | 156 |
|
|
2024
Q4 | $1.01M | Sell |
37,095
-1,188
| -3% | -$32.5K | 0.11% | 193 |
|
|
2024
Q3 | $1.08M | Buy |
38,283
+3,801
| +11% | +$107K | 0.12% | 161 |
|
|
2024
Q2 | $894K | Buy |
34,482
+213
| +0.6% | +$5.52K | 0.11% | 173 |
|
|
2024
Q1 | $921K | Buy |
34,269
+3,687
| +12% | +$99.1K | 0.12% | 157 |
|
|
2023
Q4 | $776K | Buy |
+30,582
| New | +$776K | 0.12% | 144 |
|
|
2023
Q1 | – | Sell |
-8,955
| Closed | -$225K | – | 327 |
|
|
2022
Q4 | $225K | Buy |
+8,955
| New | +$225K | 0.05% | 250 |
|