Forum Financial Management’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 | $659K | Buy |
24,885
+2,218
| +10% | +$58.8K | 0.01% | 318 |
|
|
2025
Q1 | $634K | Buy |
22,667
+2,054
| +10% | +$57.4K | 0.01% | 291 |
|
|
2024
Q4 | $563K | Buy |
20,613
+3,693
| +22% | +$101K | 0.01% | 335 |
|
|
2024
Q3 | $477K | Buy |
16,920
+1,494
| +10% | +$42.1K | 0.01% | 342 |
|
|
2024
Q2 | $400K | Buy |
15,426
+7,365
| +91% | +$191K | 0.01% | 384 |
|
|
2024
Q1 | $217K | Buy |
+8,061
| New | +$217K | ﹤0.01% | 664 |
|
|
2023
Q3 | – | Sell |
-11,973
| Closed | -$290K | – | 669 |
|
|
2023
Q2 | $290K | Sell |
11,973
-1,263
| -10% | -$30.6K | 0.01% | 443 |
|
|
2023
Q1 | $323K | Buy |
13,236
+594
| +5% | +$14.5K | 0.01% | 382 |
|
|
2022
Q4 | $318K | Buy |
12,642
+1,353
| +12% | +$34.1K | 0.01% | 374 |
|
|
2022
Q3 | $250K | Sell |
11,289
-426
| -4% | -$9.43K | 0.01% | 410 |
|
|
2022
Q2 | $280K | Sell |
11,715
-537
| -4% | -$12.8K | 0.01% | 375 |
|
|
2022
Q1 | $322K | Sell |
12,252
-228
| -2% | -$5.99K | 0.02% | 359 |
|
|
2021
Q4 | $336K | Buy |
+12,480
| New | +$336K | 0.02% | 362 |
|