Curran Financial Partners’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 | $28.7M | Buy |
1,083,885
+77,158
| +8% | +$2.04M | 6.35% | 2 |
|
|
2025
Q1 | $28.1M | Buy |
1,006,727
+90,574
| +10% | +$2.53M | 6.91% | 2 |
|
|
2024
Q4 | $25M | Buy |
916,153
+78,517
| +9% | +$2.15M | 6.57% | 2 |
|
|
2024
Q3 | $23.6M | Buy |
837,636
+44,538
| +6% | +$1.25M | 6.7% | 2 |
|
|
2024
Q2 | $20.6M | Buy |
793,098
+26,721
| +3% | +$693K | 6.88% | 2 |
|
|
2024
Q1 | $20.6M | Buy |
766,377
+15,141
| +2% | +$407K | 7.16% | 2 |
|
|
2023
Q4 | $19.1M | Buy |
751,236
+32,526
| +5% | +$828K | 7.33% | 2 |
|
|
2023
Q3 | $17M | Buy |
718,710
+30,945
| +4% | +$730K | 7.39% | 2 |
|
|
2023
Q2 | $16.6M | Buy |
687,765
+50,757
| +8% | +$1.23M | 7.23% | 2 |
|
|
2023
Q1 | $15.5M | Buy |
637,008
+78,849
| +14% | +$1.92M | 7.37% | 2 |
|
|
2022
Q4 | $14.1M | Buy |
558,159
+73,368
| +15% | +$1.85M | 6.78% | 2 |
|
|
2022
Q3 | $10.7M | Buy |
484,791
+220,302
| +83% | +$4.88M | 5.44% | 6 |
|
|
2022
Q2 | $6.32M | Buy |
264,489
+95,913
| +57% | +$2.29M | 2.98% | 11 |
|
|
2022
Q1 | $4.43M | Buy |
168,576
+91,245
| +118% | +$2.4M | 1.82% | 19 |
|
|
2021
Q4 | $2.08M | Buy |
+77,331
| New | +$2.08M | 0.88% | 26 |
|