Cornerstone Wealth 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 | $482K | Sell |
18,205
-26,463
| -59% | -$701K | 0.04% | 187 |
|
|
2025
Q1 | $1.25M | Buy |
44,668
+25,642
| +135% | +$717K | 0.1% | 123 |
|
|
2024
Q4 | $520K | Buy |
19,026
+5,397
| +40% | +$147K | 0.04% | 162 |
|
|
2024
Q3 | $384K | Hold |
13,629
| – | – | 0.03% | 189 |
|
|
2024
Q2 | $353K | Hold |
13,629
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $366K | Buy |
+13,629
| New | +$366K | 0.03% | 176 |
|