Diversified Enterprises’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
$121M Buy
4,560,879
+356,425
+8% +$9.45M 9.02% 2
2025
Q1
$118M Buy
4,204,454
+210,001
+5% +$5.87M 9.89% 2
2024
Q4
$109M Buy
3,994,453
+365,566
+10% +$9.99M 10.39% 2
2024
Q3
$102M Buy
+3,628,887
New +$102M 11.22% 2