Econ Financial Services’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 | – | Sell |
-219,320
| Closed | -$6.13M | – | 104 |
|
|
2025
Q1 | $6.13M | Buy |
219,320
+8,933
| +4% | +$250K | 3.27% | 8 |
|
|
2024
Q4 | $5.75M | Buy |
+210,387
| New | +$5.75M | 3.3% | 7 |
|
|
2023
Q1 | – | Sell |
-39,243
| Closed | -$988K | – | 95 |
|
|
2022
Q4 | $988K | Sell |
39,243
-1,836
| -4% | -$46.2K | 1% | 35 |
|
|
2022
Q3 | $910K | Buy |
+41,079
| New | +$910K | 0.75% | 48 |
|
|
2019
Q2 | $3.42M | Buy |
193,131
+11,259
| +6% | +$199K | 4.73% | 5 |
|
|
2019
Q1 | $3.17M | Buy |
181,872
+119,808
| +193% | +$2.09M | 4.74% | 6 |
|
|
2018
Q4 | $972K | Buy |
+62,064
| New | +$972K | 1.48% | 24 |
|