Florida Financial 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 | $3.31M | Sell |
124,760
-6,692
| -5% | -$177K | 1.1% | 19 |
|
|
2025
Q1 | $3.67M | Buy |
131,452
+15,024
| +13% | +$419K | 1.45% | 15 |
|
|
2024
Q4 | $3.18M | Buy |
116,428
+17,614
| +18% | +$481K | 1.42% | 15 |
|
|
2024
Q3 | $2.78M | Sell |
98,814
-615
| -0.6% | -$17.3K | 1.44% | 15 |
|
|
2024
Q2 | $2.58M | Buy |
99,429
+8,688
| +10% | +$226K | 1.55% | 15 |
|
|
2024
Q1 | $2.44M | Sell |
90,741
-14,016
| -13% | -$377K | 1.79% | 13 |
|
|
2023
Q4 | $1.9M | Buy |
+104,757
| New | +$1.9M | 1.76% | 13 |
|