Elevate Wealth Advisory’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 | $1.69M | Buy |
63,632
+6,649
| +12% | +$176K | 1.2% | 22 |
|
|
2025
Q1 | $1.59M | Buy |
56,983
+3,915
| +7% | +$109K | 1.13% | 22 |
|
|
2024
Q4 | $1.43M | Buy |
53,068
+8,152
| +18% | +$219K | 1.07% | 23 |
|
|
2024
Q3 | $1.27M | Buy |
44,916
+4,440
| +11% | +$125K | 0.94% | 25 |
|
|
2024
Q2 | $1.06M | Buy |
40,476
+1,269
| +3% | +$33.2K | 0.86% | 27 |
|
|
2024
Q1 | $1.05M | Buy |
39,207
+594
| +2% | +$16K | 0.92% | 28 |
|
|
2023
Q4 | $980K | Buy |
+38,613
| New | +$980K | 0.9% | 30 |
|