Empower Advisory 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 | $1.74M | Buy |
65,495
+10,168
| +18% | +$269K | 0.01% | 212 |
|
|
2025
Q1 | $1.55M | Sell |
55,327
-1,995
| -3% | -$55.8K | 0.01% | 212 |
|
|
2024
Q4 | $1.57M | Sell |
57,322
-3,725
| -6% | -$102K | 0.01% | 214 |
|
|
2024
Q3 | $1.72M | Buy |
61,047
+15,324
| +34% | +$432K | 0.01% | 204 |
|
|
2024
Q2 | $1.19M | Sell |
45,723
-885
| -2% | -$22.9K | ﹤0.01% | 216 |
|
|
2024
Q1 | $1.25M | Buy |
46,608
+1,275
| +3% | +$34.3K | ﹤0.01% | 218 |
|
|
2023
Q4 | $1.15M | Sell |
45,333
-954
| -2% | -$24.2K | ﹤0.01% | 228 |
|
|
2023
Q3 | $1.09M | Buy |
46,287
+1,287
| +3% | +$30.4K | ﹤0.01% | 226 |
|
|
2023
Q2 | $1.09M | Sell |
45,000
-1,359
| -3% | -$32.9K | ﹤0.01% | 233 |
|
|
2023
Q1 | $1.14M | Buy |
+46,359
| New | +$1.14M | 0.01% | 233 |
|