Everhart Financial 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 | $3.14M | Sell |
118,406
-4,080
| -3% | -$108K | 0.36% | 41 |
|
|
2025
Q1 | $3.42M | Sell |
122,486
-6,115
| -5% | -$171K | 0.47% | 33 |
|
|
2024
Q4 | $3.51M | Sell |
128,601
-13,320
| -9% | -$364K | 0.72% | 27 |
|
|
2024
Q3 | $4M | Buy |
141,921
+3,066
| +2% | +$86.5K | 0.89% | 23 |
|
|
2024
Q2 | $3.6M | Sell |
138,855
-5,796
| -4% | -$150K | 0.93% | 21 |
|
|
2024
Q1 | $3.89M | Sell |
144,651
-11,280
| -7% | -$303K | 1.13% | 16 |
|
|
2023
Q4 | $3.96M | Sell |
155,931
-1,719
| -1% | -$43.6K | 1.4% | 12 |
|
|
2023
Q3 | $3.71M | Buy |
157,650
+102
| +0.1% | +$2.4K | 1.57% | 11 |
|
|
2023
Q2 | $3.81M | Sell |
157,548
-1,755
| -1% | -$42.4K | 1.57% | 12 |
|
|
2023
Q1 | $3.88M | Sell |
159,303
-948
| -0.6% | -$23.1K | 1.74% | 11 |
|
|
2022
Q4 | $4.03M | Sell |
160,251
-2,538
| -2% | -$63.8K | 2.02% | 11 |
|
|
2022
Q3 | $3.61M | Sell |
162,789
-11,427
| -7% | -$253K | 2% | 10 |
|
|
2022
Q2 | $4.16M | Sell |
174,216
-5,664
| -3% | -$135K | 2.53% | 7 |
|
|
2022
Q1 | $4.73M | Buy |
179,880
+3,231
| +2% | +$85K | 2.73% | 8 |
|
|
2021
Q4 | $4.76M | Sell |
176,649
-13,791
| -7% | -$372K | 2.87% | 8 |
|
|
2021
Q3 | $4.71M | Buy |
190,440
+5,460
| +3% | +$135K | 3.23% | 7 |
|
|
2021
Q2 | $4.66M | Buy |
184,980
+3,750
| +2% | +$94.5K | 3.21% | 7 |
|
|
2021
Q1 | $4.41M | Buy |
181,230
+516
| +0.3% | +$12.5K | 3.87% | 6 |
|
|
2020
Q4 | $3.86M | Buy |
+180,714
| New | +$3.86M | 3.56% | 7 |
|