Financial Synergies Wealth Advisors’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 | $264K | Buy |
9,981
+184
| +2% | +$4.88K | 0.03% | 83 |
|
|
2025
Q1 | $274K | Buy |
9,797
+171
| +2% | +$4.78K | 0.03% | 70 |
|
|
2024
Q4 | $263K | Buy |
9,626
+62
| +0.6% | +$1.69K | 0.03% | 64 |
|
|
2024
Q3 | $270K | Buy |
9,564
+165
| +2% | +$4.65K | 0.03% | 64 |
|
|
2024
Q2 | $244K | Buy |
9,399
+315
| +3% | +$8.17K | 0.03% | 64 |
|
|
2024
Q1 | $244K | Buy |
9,084
+6,189
| +214% | +$166K | 0.03% | 65 |
|
|
2023
Q4 | $72.9K | Sell |
2,895
-4,518
| -61% | -$114K | 0.01% | 84 |
|
|
2023
Q3 | $175K | Buy |
7,413
+3,825
| +107% | +$90.2K | 0.03% | 67 |
|
|
2023
Q2 | $86.9K | Buy |
3,588
+6
| +0.2% | +$145 | 0.01% | 89 |
|
|
2023
Q1 | $87.3K | Buy |
3,582
+687
| +24% | +$16.7K | 0.01% | 89 |
|
|
2022
Q4 | $72.9K | Buy |
2,895
+1,422
| +97% | +$35.8K | 0.01% | 84 |
|
|
2022
Q3 | $32.6K | Sell |
1,473
-2,985
| -67% | -$66K | 0.01% | 108 |
|
|
2022
Q2 | $106K | Buy |
+4,458
| New | +$106K | 0.02% | 85 |
|