EWM
Empirical Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
79,837
+10,478
| +15% | +$278K | 0.05% | 226 |
|
|
2025
Q1 | $1.94M | Sell |
69,359
-99
| -0.1% | -$2.77K | 0.05% | 214 |
|
|
2024
Q4 | $1.9M | Buy |
69,458
+47,584
| +218% | +$1.3M | 0.05% | 203 |
|
|
2024
Q3 | $1.85M | Sell |
21,874
-2,207
| -9% | -$187K | 0.05% | 193 |
|
|
2024
Q2 | $1.87M | Buy |
24,081
+1,299
| +6% | +$101K | 0.06% | 187 |
|
|
2024
Q1 | $1.84M | Buy |
22,782
+1,539
| +7% | +$124K | 0.06% | 185 |
|
|
2023
Q4 | $1.62M | Buy |
21,243
+1,313
| +7% | +$100K | 0.05% | 190 |
|
|
2023
Q3 | $1.41M | Buy |
19,930
+345
| +2% | +$24.4K | 0.06% | 188 |
|
|
2023
Q2 | $1.42M | Sell |
19,585
-5,412
| -22% | -$393K | 0.06% | 191 |
|
|
2023
Q1 | $1.83M | Buy |
24,997
+2,449
| +11% | +$179K | 0.08% | 151 |
|
|
2022
Q4 | $1.7M | Sell |
22,548
-262
| -1% | -$19.8K | 0.08% | 149 |
|
|
2022
Q3 | $1.52M | Buy |
22,810
+882
| +4% | +$58.6K | 0.08% | 158 |
|
|
2022
Q2 | $1.57M | Buy |
21,928
+1,804
| +9% | +$129K | 0.08% | 155 |
|
|
2022
Q1 | $1.59M | Buy |
20,124
+8,164
| +68% | +$644K | 0.08% | 158 |
|
|
2021
Q4 | $967K | Buy |
11,960
+3,275
| +38% | +$265K | 0.05% | 226 |
|
|
2021
Q3 | $645K | Buy |
8,685
+2,791
| +47% | +$207K | 0.04% | 250 |
|
|
2021
Q2 | $446K | Buy |
5,894
+50
| +0.9% | +$3.78K | 0.03% | 316 |
|
|
2021
Q1 | $426K | Buy |
+5,844
| New | +$426K | 0.03% | 274 |
|
|
2020
Q4 | – | Sell |
-8,332
| Closed | -$461K | – | 388 |
|
|
2020
Q3 | $461K | Sell |
8,332
-1,692
| -17% | -$93.6K | 0.04% | 225 |
|
|
2020
Q2 | $519K | Sell |
10,024
-1,610
| -14% | -$83.4K | 0.05% | 205 |
|
|
2020
Q1 | $523K | Buy |
11,634
+4,740
| +69% | +$213K | 0.06% | 175 |
|
|
2019
Q4 | $399K | Sell |
6,894
-2,410
| -26% | -$139K | 0.04% | 217 |
|
|
2019
Q3 | $510K | Buy |
9,304
+206
| +2% | +$11.3K | 0.06% | 167 |
|
|
2019
Q2 | $483K | Buy |
9,098
+4,165
| +84% | +$221K | 0.06% | 157 |
|
|
2019
Q1 | $258K | Buy |
+4,933
| New | +$258K | 0.04% | 199 |
|
|
2018
Q2 | – | Sell |
-5,736
| Closed | -$281K | – | 190 |
|
|
2018
Q1 | $281K | Buy |
5,736
+108
| +2% | +$5.29K | 0.06% | 138 |
|
|
2017
Q4 | $288K | Buy |
5,628
+307
| +6% | +$15.7K | 0.06% | 119 |
|
|
2017
Q3 | $249K | Buy |
5,321
+274
| +5% | +$12.8K | 0.06% | 121 |
|
|
2017
Q2 | $228K | Buy |
5,047
+120
| +2% | +$5.42K | 0.06% | 119 |
|
|
2017
Q1 | $220K | Buy |
+4,927
| New | +$220K | 0.05% | 121 |
|