Elevation Wealth Partners’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 | $3.23M | Buy |
121,793
+1,455
| +1% | +$38.6K | 1.27% | 17 |
|
|
2025
Q1 | $3.36M | Buy |
120,338
+28,713
| +31% | +$803K | 1.45% | 17 |
|
|
2024
Q4 | $2.5M | Buy |
91,625
+3,671
| +4% | +$100K | 1.06% | 23 |
|
|
2024
Q3 | $2.48M | Buy |
87,954
+15,195
| +21% | +$428K | 1.06% | 25 |
|
|
2024
Q2 | $1.89M | Buy |
72,759
+10,956
| +18% | +$284K | 0.89% | 28 |
|
|
2024
Q1 | $1.66M | Buy |
61,803
+26,430
| +75% | +$710K | 0.83% | 26 |
|
|
2023
Q4 | $834K | Buy |
35,373
+32,238
| +1,028% | +$760K | 0.5% | 40 |
|
|
2023
Q3 | $74K | Buy |
3,135
+27
| +0.9% | +$637 | 0.06% | 119 |
|
|
2023
Q2 | $75.2K | Buy |
3,108
+30
| +1% | +$726 | 0.06% | 122 |
|
|
2023
Q1 | $75.1K | Buy |
+3,078
| New | +$75.1K | 0.07% | 126 |
|