EWG Elevate’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
Q1 | – | Sell |
-340,952
| Closed | -$9.31M | – | 158 |
|
|
2024
Q4 | $9.31M | Buy |
+340,952
| New | +$9.31M | 2.84% | 8 |
|
|
2023
Q1 | – | Sell |
-2,592
| Closed | -$65.2K | – | 632 |
|
|
2022
Q4 | $65.2K | Buy |
+2,592
| New | +$65.2K | 0.03% | 150 |
|
|
2020
Q1 | – | Sell |
-48,765
| Closed | -$941K | – | 78 |
|
|
2019
Q4 | $941K | Buy |
+48,765
| New | +$941K | 0.51% | 40 |
|