Financial Freedom LLC’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 | – | Sell |
-1,835
| Closed | -$51.3K | – | 363 |
|
|
2025
Q1 | $51.3K | Sell |
1,835
-3,211
| -64% | -$89.8K | 0.03% | 171 |
|
|
2024
Q4 | $138K | Sell |
5,046
-2,307
| -31% | -$63K | 0.07% | 112 |
|
|
2024
Q3 | $207K | Buy |
7,353
+90
| +1% | +$2.54K | 0.11% | 100 |
|
|
2024
Q2 | $188K | Hold |
7,263
| – | – | 0.11% | 105 |
|
|
2024
Q1 | $195K | Buy |
7,263
+36
| +0.5% | +$967 | 0.12% | 99 |
|
|
2023
Q4 | $183K | Buy |
7,227
+69
| +1% | +$1.75K | 0.12% | 99 |
|
|
2023
Q3 | $169K | Sell |
7,158
-219
| -3% | -$5.17K | 0.12% | 101 |
|
|
2023
Q2 | $179K | Buy |
7,377
+2,106
| +40% | +$51K | 0.13% | 95 |
|
|
2023
Q1 | $129K | Buy |
5,271
+2,307
| +78% | +$56.3K | 0.09% | 106 |
|
|
2022
Q4 | $74.6K | Buy |
+2,964
| New | +$74.6K | 0.05% | 128 |
|