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Disciplined Equity Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Disciplined Equity Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$47.1K Hold
1,777
– – 0.03% 51
2025
Q1 		$49.7K Sell
1,777
-2,720
-60% -$76.1K 0.03% 51
2024
Q4 		$123K Hold
4,497
– – 0.08% 52
2024
Q3 		$127K Hold
4,497
– – 0.08% 52
2024
Q2 		$117K Buy
+4,497
New +$117K 0.08% 52