Dunhill Financial’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 | $49.4K | Buy |
1,864
+362
| +24% | +$9.59K | 0.01% | 241 |
|
|
2025
Q1 | $42K | Buy |
1,502
+725
| +93% | +$20.3K | 0.02% | 205 |
|
|
2024
Q4 | $21.2K | Hold |
777
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $21.9K | Hold |
777
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $20.1K | Hold |
777
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $20.9K | Hold |
777
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $19.7K | Buy |
+777
| New | +$19.7K | 0.02% | 158 |
|