Fiduciary Family Office’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 | $410K | Buy |
15,483
+483
| +3% | +$12.8K | 0.13% | 135 |
|
|
2025
Q1 | $419K | Buy |
+15,000
| New | +$419K | 0.14% | 136 |
|
|
2024
Q4 | – | Sell |
-15,210
| Closed | -$429K | – | 202 |
|
|
2024
Q3 | $429K | Buy |
15,210
+210
| +1% | +$5.92K | 0.14% | 143 |
|
|
2024
Q2 | $389K | Hold |
15,000
| – | – | 0.15% | 148 |
|
|
2024
Q1 | $403K | Sell |
15,000
-1,800
| -11% | -$48.4K | 0.16% | 152 |
|
|
2023
Q4 | $426K | Buy |
+16,800
| New | +$426K | 0.19% | 134 |
|