Founders Financial Alliance’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 | $1.78M | Buy |
66,987
+20,337
| +44% | +$539K | 0.4% | 57 |
|
|
2025
Q1 | $1.3M | Buy |
46,650
+1,672
| +4% | +$46.7K | 0.32% | 75 |
|
|
2024
Q4 | $1.23M | Sell |
44,978
-1,147
| -2% | -$31.3K | 0.34% | 65 |
|
|
2024
Q3 | $1.3M | Buy |
46,125
+150
| +0.3% | +$4.23K | 0.36% | 62 |
|
|
2024
Q2 | $1.19M | Buy |
45,975
+25,080
| +120% | +$650K | 0.35% | 65 |
|
|
2024
Q1 | $562K | Buy |
20,895
+60
| +0.3% | +$1.61K | 0.17% | 120 |
|
|
2023
Q4 | $529K | Sell |
20,835
-3,288
| -14% | -$83.4K | 0.21% | 103 |
|
|
2023
Q3 | $569K | Sell |
24,123
-1,506
| -6% | -$35.5K | 0.25% | 91 |
|
|
2023
Q2 | $620K | Buy |
25,629
+72
| +0.3% | +$1.74K | 0.24% | 89 |
|
|
2023
Q1 | $626K | Buy |
25,557
+11,274
| +79% | +$276K | 0.31% | 75 |
|
|
2022
Q4 | $360K | Buy |
14,283
+72
| +0.5% | +$1.81K | 0.17% | 136 |
|
|
2022
Q3 | $315K | Sell |
14,211
-2,046
| -13% | -$45.4K | 0.16% | 142 |
|
|
2022
Q2 | $388K | Buy |
16,257
+2,190
| +16% | +$52.3K | 0.2% | 115 |
|
|
2022
Q1 | $370K | Buy |
14,067
+330
| +2% | +$8.68K | 0.16% | 136 |
|
|
2021
Q4 | $370K | Buy |
13,737
+3,099
| +29% | +$83.5K | 0.15% | 154 |
|
|
2021
Q3 | $263K | Buy |
10,638
+2,298
| +28% | +$56.8K | 0.12% | 177 |
|
|
2021
Q2 | $211K | Buy |
8,340
+27
| +0.3% | +$683 | 0.1% | 224 |
|
|
2021
Q1 | $211K | Buy |
+8,313
| New | +$211K | 0.1% | 214 |
|