FreeGulliver LLC’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 | – | Sell |
-152,100
| Closed | -$4.25M | – | 90 |
|
|
2025
Q1 | $4.25M | Buy |
152,100
+3,313
| +2% | +$92.6K | 2.1% | 11 |
|
|
2024
Q4 | $4.06M | Buy |
148,787
+1,376
| +0.9% | +$37.6K | 1.94% | 11 |
|
|
2024
Q3 | $4.15M | Sell |
147,411
-5,715
| -4% | -$161K | 2.47% | 9 |
|
|
2024
Q2 | $3.97M | Buy |
153,126
+29,316
| +24% | +$760K | 2.71% | 9 |
|
|
2024
Q1 | $3.33M | Buy |
123,810
+35,127
| +40% | +$944K | 2.96% | 7 |
|
|
2023
Q4 | $2.25M | Buy |
+88,683
| New | +$2.25M | 2.99% | 7 |
|