Edge Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.07M | Buy |
331,969
+1,153
| +0.3% | +$31.5K | 0.4% | 56 |
|
|
2024
Q3 | $9.32M | Buy |
330,816
+23,646
| +8% | +$666K | 0.41% | 55 |
|
|
2024
Q2 | $7.96M | Buy |
307,170
+2,082
| +0.7% | +$54K | 0.39% | 63 |
|
|
2024
Q1 | $8.2M | Buy |
305,088
+45,300
| +17% | +$1.22M | 0.41% | 57 |
|
|
2023
Q4 | $6.59M | Buy |
259,788
+38,160
| +17% | +$968K | 0.37% | 64 |
|
|
2023
Q3 | $5.23M | Buy |
221,628
+89,700
| +68% | +$2.12M | 0.34% | 64 |
|
|
2023
Q2 | $3.19M | Buy |
131,928
+81,855
| +163% | +$1.98M | 0.18% | 105 |
|
|
2023
Q1 | $1.22M | Buy |
50,073
+8,166
| +19% | +$199K | 0.08% | 154 |
|
|
2022
Q4 | $1.06M | Buy |
41,907
+1,995
| +5% | +$50.2K | 0.07% | 136 |
|
|
2022
Q3 | $884K | Buy |
+39,912
| New | +$884K | 0.07% | 139 |
|