Disciplined Investors’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
$1.24M Buy
46,835
+7,529
+19% +$200K 0.97% 30
2025
Q1
$1.1M Buy
39,306
+185
+0.5% +$5.17K 0.99% 28
2024
Q4
$1.07M Buy
+39,121
New +$1.07M 1.03% 30