Envestnet Portfolio Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Sell |
342,213
-12,008
| -3% | -$318K | 0.03% | 243 |
|
|
2025
Q1 | $9.9M | Buy |
354,221
+627
| +0.2% | +$17.5K | 0.04% | 230 |
|
|
2024
Q4 | $9.66M | Buy |
353,594
+40,403
| +13% | +$1.1M | 0.03% | 255 |
|
|
2024
Q3 | $8.82M | Buy |
313,191
+17,439
| +6% | +$491K | 0.03% | 274 |
|
|
2024
Q2 | $7.67M | Buy |
295,752
+9,369
| +3% | +$243K | 0.03% | 281 |
|
|
2024
Q1 | $7.7M | Sell |
286,383
-4,419
| -2% | -$119K | 0.03% | 284 |
|
|
2023
Q4 | $7.38M | Buy |
290,802
+135,738
| +88% | +$3.44M | 0.03% | 252 |
|
|
2023
Q3 | $3.66M | Buy |
+155,064
| New | +$3.66M | 0.02% | 387 |
|