Family Capital Management’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 | $13.5M | Buy |
508,516
+8,198
| +2% | +$217K | 7.06% | 5 |
|
|
2025
Q1 | $14M | Sell |
500,318
-7,659
| -2% | -$214K | 8.63% | 2 |
|
|
2024
Q4 | $13.9M | Sell |
507,977
-6,076
| -1% | -$166K | 8.38% | 3 |
|
|
2024
Q3 | $14.5M | Sell |
514,053
-9,141
| -2% | -$258K | 9.33% | 2 |
|
|
2024
Q2 | $13.6M | Sell |
523,194
-18,699
| -3% | -$485K | 9.24% | 2 |
|
|
2024
Q1 | $14.6M | Sell |
541,893
-13,149
| -2% | -$353K | 10.15% | 2 |
|
|
2023
Q4 | $14.1M | Sell |
555,042
-118,041
| -18% | -$3M | 9.98% | 2 |
|
|
2023
Q3 | $15.9M | Sell |
673,083
-24,828
| -4% | -$586K | 10.48% | 1 |
|
|
2023
Q2 | $16.9M | Buy |
697,911
+20,238
| +3% | +$490K | 10.53% | 1 |
|
|
2023
Q1 | $16.5M | Buy |
677,673
+47,100
| +7% | +$1.15M | 7.15% | 1 |
|
|
2022
Q4 | $15.9M | Buy |
+630,573
| New | +$15.9M | 10.47% | 1 |
|