Cyr Financial’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 | $6.2M | Buy |
234,041
+19,753
| +9% | +$523K | 4.79% | 9 |
|
|
2025
Q1 | $5.99M | Buy |
214,288
+8,337
| +4% | +$233K | 5.35% | 8 |
|
|
2024
Q4 | $5.63M | Buy |
205,951
+50,626
| +33% | +$1.38M | 5.13% | 8 |
|
|
2024
Q3 | $4.38M | Buy |
155,325
+3,591
| +2% | +$101K | 4.09% | 11 |
|
|
2024
Q2 | $3.93M | Buy |
+151,734
| New | +$3.93M | 3.93% | 8 |
|