Ehrlich Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
53,607
+4,143
| +8% | +$110K | 0.92% | 34 |
|
|
2025
Q1 | $1.38M | Sell |
49,464
-2,096
| -4% | -$58.6K | 1.01% | 28 |
|
|
2024
Q4 | $1.41M | Buy |
51,560
+6,011
| +13% | +$164K | 1% | 27 |
|
|
2024
Q3 | $1.28M | Buy |
45,549
+1,716
| +4% | +$48.4K | 0.92% | 27 |
|
|
2024
Q2 | $1.14M | Sell |
43,833
-29,928
| -41% | -$776K | 0.9% | 26 |
|
|
2024
Q1 | $1.98M | Buy |
73,761
+1,773
| +2% | +$47.7K | 1.67% | 21 |
|
|
2023
Q4 | $1.83M | Buy |
+71,988
| New | +$1.83M | 1.83% | 19 |
|