Evoke Wealth’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 | – | Sell |
-8,637
| Closed | -$241K | – | 602 |
|
|
2025
Q1 | $241K | Buy |
8,637
+984
| +13% | +$27.5K | 0.01% | 391 |
|
|
2024
Q4 | $209K | Buy |
+7,653
| New | +$209K | 0.01% | 403 |
|
|
2022
Q3 | – | Sell |
-4,311
| Closed | -$103K | – | 1249 |
|
|
2022
Q2 | $103K | Buy |
+4,311
| New | +$103K | ﹤0.01% | 407 |
|