DHJJ Financial Advisors’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 | $10.2M | Buy |
383,236
+6,830
| +2% | +$181K | 3.67% | 3 |
|
|
2025
Q1 | $10.5M | Sell |
376,406
-308
| -0.1% | -$8.61K | 4.24% | 3 |
|
|
2024
Q4 | $10.3M | Buy |
376,714
+286
| +0.1% | +$7.81K | 4.01% | 3 |
|
|
2024
Q3 | $10.6M | Buy |
376,428
+7,845
| +2% | +$221K | 4.2% | 3 |
|
|
2024
Q2 | $9.55M | Buy |
368,583
+9,900
| +3% | +$257K | 4.03% | 3 |
|
|
2024
Q1 | $9.64M | Buy |
358,683
+12,771
| +4% | +$343K | 4.27% | 3 |
|
|
2023
Q4 | $8.78M | Buy |
345,912
+3,147
| +0.9% | +$79.9K | 4.1% | 3 |
|
|
2023
Q3 | $8.08M | Sell |
342,765
-6,867
| -2% | -$162K | 4.1% | 3 |
|
|
2023
Q2 | $8.46M | Buy |
349,632
+6,228
| +2% | +$151K | 4.4% | 3 |
|
|
2023
Q1 | $8.37M | Buy |
343,404
+2,466
| +0.7% | +$60.1K | 4.54% | 3 |
|
|
2022
Q4 | $8.6M | Sell |
340,938
-18,798
| -5% | -$474K | 4.93% | 3 |
|
|
2022
Q3 | $7.97M | Sell |
359,736
-1,107
| -0.3% | -$24.5K | 4.65% | 3 |
|
|
2022
Q2 | $8.62M | Buy |
360,843
+2,568
| +0.7% | +$61.3K | 4.82% | 3 |
|
|
2022
Q1 | $9.47M | Buy |
358,275
+1,950
| +0.5% | +$51.5K | 4.54% | 3 |
|
|
2021
Q4 | $9.6M | Buy |
356,325
+6,522
| +2% | +$176K | 4.5% | 3 |
|
|
2021
Q3 | $8.66M | Buy |
349,803
+8,904
| +3% | +$220K | 4.48% | 3 |
|
|
2021
Q2 | $8.62M | Buy |
340,899
+5,274
| +2% | +$133K | 4.55% | 3 |
|
|
2021
Q1 | $8.16M | Buy |
335,625
+10,593
| +3% | +$257K | 4.73% | 3 |
|
|
2020
Q4 | $6.95M | Buy |
+325,032
| New | +$6.95M | 4.37% | 3 |
|