EFG
Ethos Financial Group’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 | $1.29M | Buy |
48,660
+7,530
| +18% | +$200K | 0.11% | 150 |
|
|
2025
Q1 | $1.12M | Buy |
41,130
+240
| +0.6% | +$6.56K | 0.11% | 151 |
|
|
2024
Q4 | $1.12M | Buy |
40,890
+29,706
| +266% | +$812K | 0.15% | 101 |
|
|
2024
Q3 | $945K | Buy |
11,184
+427
| +4% | +$36.1K | 0.16% | 84 |
|
|
2024
Q2 | $845K | Sell |
10,757
-89,485
| -89% | -$7.03M | 0.15% | 87 |
|
|
2024
Q1 | $8.09M | Buy |
100,242
+572
| +0.6% | +$46.1K | 1.53% | 21 |
|
|
2023
Q4 | $7.59M | Buy |
99,670
+90,604
| +999% | +$6.9M | 1.61% | 19 |
|
|
2023
Q3 | $642K | Sell |
9,066
-1,542
| -15% | -$109K | 0.17% | 78 |
|
|
2023
Q2 | $776K | Hold |
10,608
| – | – | 0.26% | 58 |
|
|
2023
Q1 | $776K | Buy |
10,608
+402
| +4% | +$29.4K | 0.24% | 64 |
|
|
2022
Q4 | $771K | Buy |
+10,206
| New | +$771K | 0.26% | 58 |
|