Clifford 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 | $235K | Buy |
8,858
+1,500
| +20% | +$39.8K | 0.19% | 74 |
|
|
2025
Q1 | $206K | Sell |
7,358
-749,840
| -99% | -$21M | 0.19% | 73 |
|
|
2024
Q4 | $20.7M | Buy |
757,198
+32,035
| +4% | +$875K | 15.77% | 2 |
|
|
2024
Q3 | $20.4M | Sell |
725,163
-2,457
| -0.3% | -$69.2K | 15.89% | 2 |
|
|
2024
Q2 | $18.9M | Sell |
727,620
-34,371
| -5% | -$891K | 15.23% | 2 |
|
|
2024
Q1 | $20.5M | Buy |
761,991
+21,513
| +3% | +$578K | 16.91% | 2 |
|
|
2023
Q4 | $18.8M | Buy |
740,478
+50,532
| +7% | +$1.28M | 17.42% | 2 |
|
|
2023
Q3 | $16.3M | Buy |
689,946
+44,214
| +7% | +$1.04M | 17.65% | 2 |
|
|
2023
Q2 | $15.6M | Buy |
645,732
+41,103
| +7% | +$995K | 16.79% | 2 |
|
|
2023
Q1 | $14.7M | Buy |
604,629
+471,135
| +353% | +$11.5M | 17.88% | 2 |
|
|
2022
Q4 | $3.36M | Buy |
+133,494
| New | +$3.36M | 4.2% | 4 |
|