Darden 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 | $451K | Buy |
17,016
+139
| +0.8% | +$3.68K | 0.27% | 76 |
|
|
2025
Q1 | $472K | Sell |
16,877
-1,410
| -8% | -$39.4K | 0.37% | 62 |
|
|
2024
Q4 | $500K | Buy |
18,287
+20
| +0.1% | +$546 | 0.34% | 62 |
|
|
2024
Q3 | $515K | Buy |
18,267
+900
| +5% | +$25.4K | 0.37% | 60 |
|
|
2024
Q2 | $450K | Buy |
17,367
+1,461
| +9% | +$37.9K | 0.27% | 60 |
|
|
2024
Q1 | $428K | Buy |
15,906
+4,221
| +36% | +$113K | 0.34% | 68 |
|
|
2023
Q4 | $297K | Buy |
+11,685
| New | +$297K | 0.29% | 76 |
|