Fairman 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 | $573 | Buy |
22
+1
| +5% | +$26 | ﹤0.01% | 233 |
|
|
2025
Q1 | $579 | Hold |
21
| – | – | ﹤0.01% | 229 |
|
|
2024
Q4 | $579 | Hold |
21
| – | – | ﹤0.01% | 306 |
|
|
2024
Q3 | $593 | Hold |
21
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $540 | Hold |
21
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $554 | Hold |
21
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $519 | Buy |
+21
| New | +$519 | ﹤0.01% | 348 |
|