Cross Staff Investments’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 | $520K | Hold |
19,624
| – | – | 0.39% | 75 |
|
|
2025
Q1 | $549K | Hold |
19,624
| – | – | 0.41% | 67 |
|
|
2024
Q4 | $536K | Buy |
19,624
+2,296
| +13% | +$62.7K | 0.37% | 69 |
|
|
2024
Q3 | $488K | Hold |
17,328
| – | – | 0.38% | 74 |
|
|
2024
Q2 | $449K | Sell |
17,328
-357
| -2% | -$9.25K | 0.37% | 71 |
|
|
2024
Q1 | $475K | Sell |
17,685
-105
| -0.6% | -$2.82K | 0.4% | 67 |
|
|
2023
Q4 | $451K | Hold |
17,790
| – | – | 0.4% | 68 |
|
|
2023
Q3 | $420K | Buy |
17,790
+411
| +2% | +$9.69K | 0.41% | 70 |
|
|
2023
Q2 | $421K | Sell |
17,379
-405
| -2% | -$9.8K | 0.39% | 74 |
|
|
2023
Q1 | $434K | Buy |
17,784
+390
| +2% | +$9.51K | 0.43% | 71 |
|
|
2022
Q4 | $438K | Sell |
17,394
-1,305
| -7% | -$32.9K | 0.46% | 72 |
|
|
2022
Q3 | $414K | Hold |
18,699
| – | – | 0.46% | 66 |
|
|
2022
Q2 | $446K | Hold |
18,699
| – | – | 0.49% | 65 |
|
|
2022
Q1 | $492K | Sell |
18,699
-477
| -2% | -$12.6K | 0.46% | 63 |
|
|
2021
Q4 | $517K | Buy |
+19,176
| New | +$517K | 0.46% | 63 |
|