Financial Partners Group (Tennessee)’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 | $620K | Buy |
23,379
+79
| +0.3% | +$2.09K | 0.22% | 60 |
|
|
2025
Q1 | $651K | Buy |
23,300
+72
| +0.3% | +$2.01K | 0.28% | 60 |
|
|
2024
Q4 | $635K | Buy |
23,228
+74
| +0.3% | +$2.02K | 0.26% | 62 |
|
|
2024
Q3 | $652K | Sell |
23,154
-2,790
| -11% | -$78.6K | 0.24% | 68 |
|
|
2024
Q2 | $672K | Sell |
25,944
-12
| -0% | -$311 | 0.26% | 67 |
|
|
2024
Q1 | $698K | Sell |
25,956
-888
| -3% | -$23.9K | 0.27% | 68 |
|
|
2023
Q4 | $681K | Buy |
26,844
+108
| +0.4% | +$2.74K | 0.31% | 59 |
|
|
2023
Q3 | $631K | Buy |
26,736
+96
| +0.4% | +$2.26K | 0.3% | 59 |
|
|
2023
Q2 | $645K | Sell |
26,640
-3,996
| -13% | -$96.7K | 0.32% | 55 |
|
|
2023
Q1 | $747K | Buy |
30,636
+111
| +0.4% | +$2.71K | 0.39% | 51 |
|
|
2022
Q4 | $769K | Buy |
+30,525
| New | +$769K | 0.45% | 43 |
|