Darrow Company’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
$855K Sell
32,319
-49
-0.2% -$1.3K 0.43% 29
2025
Q1
$899K Hold
32,368
0.5% 28
2024
Q4
$884K Buy
32,368
+307
+1% +$8.39K 0.51% 26
2024
Q3
$902K Buy
32,061
+48
+0.1% +$1.35K 0.52% 28
2024
Q2
$830K Buy
32,013
+3
+0% +$78 0.54% 27
2024
Q1
$860K Buy
32,010
+21,765
+212% +$585K 0.56% 27
2023
Q4
$260K Hold
10,245
0.2% 34
2023
Q3
$242K Hold
10,245
0.21% 28
2023
Q2
$248K Hold
10,245
0.21% 29
2023
Q1
$250K Sell
10,245
-984
-9% -$24K 0.23% 29
2022
Q4
$283K Hold
11,229
0.28% 28
2022
Q3
$248K Hold
11,229
0.26% 26
2022
Q2
$268K Buy
+11,229
New +$268K 0.27% 24