FIC
Family Investment Center’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
256,635
+11,299
| +5% | +$299K | 1.54% | 17 |
|
|
2025
Q1 | $6.86M | Buy |
245,336
+2,673
| +1% | +$74.7K | 1.68% | 17 |
|
|
2024
Q4 | $6.63M | Buy |
242,663
+162,117
| +201% | +$4.43M | 1.68% | 19 |
|
|
2024
Q3 | $6.81M | Sell |
80,546
-909
| -1% | -$76.8K | 1.71% | 20 |
|
|
2024
Q2 | $6.33M | Buy |
81,455
+1,275
| +2% | +$99.1K | 1.89% | 19 |
|
|
2024
Q1 | $6.46M | Buy |
80,180
+45,434
| +131% | +$3.66M | 2.08% | 17 |
|
|
2023
Q4 | $2.65M | Buy |
34,746
+3,884
| +13% | +$296K | 1.33% | 13 |
|
|
2023
Q3 | $2.18M | Buy |
30,862
+112
| +0.4% | +$7.93K | 1.32% | 13 |
|
|
2023
Q2 | $2.23M | Buy |
30,750
+885
| +3% | +$64.3K | 1.43% | 13 |
|
|
2023
Q1 | $2.18M | Buy |
29,865
+491
| +2% | +$35.9K | 1.5% | 13 |
|
|
2022
Q4 | $2.22M | Buy |
+29,374
| New | +$2.22M | 1.62% | 13 |
|