Coppell Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,487
| Closed | -$67.7K | – | 1553 |
|
|
2024
Q4 | $67.7K | Buy |
2,487
+1,257
| +102% | +$34.2K | 0.01% | 507 |
|
|
2024
Q3 | $34.6K | Buy |
1,230
+630
| +105% | +$17.7K | 0.01% | 673 |
|
|
2024
Q2 | $15.6K | Buy |
+600
| New | +$15.6K | ﹤0.01% | 875 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$1.06K | – | 1852 |
|
|
2023
Q3 | $1.06K | Buy |
+42
| New | +$1.06K | ﹤0.01% | 932 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$1.06K | – | 898 |
|
|
2022
Q4 | $1.06K | Buy |
+42
| New | +$1.06K | ﹤0.01% | 934 |
|