CX Institutional’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 | $63K | Sell |
2,380
-10,763
| -82% | -$285K | ﹤0.01% | 826 |
|
|
2025
Q1 | $367K | Buy |
+13,143
| New | +$367K | 0.01% | 436 |
|
|
2023
Q1 | – | Sell |
-78,882
| Closed | -$1.99M | – | 571 |
|
|
2022
Q4 | $1.99M | Sell |
78,882
-96
| -0.1% | -$2.42K | 0.12% | 195 |
|
|
2022
Q3 | $1.75M | Buy |
78,978
+58,671
| +289% | +$1.3M | 0.12% | 209 |
|
|
2022
Q2 | $485K | Buy |
+20,307
| New | +$485K | 0.04% | 343 |
|