FSB Premier Wealth 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 | $565K | Sell |
21,303
-108
| -0.5% | -$2.86K | 0.2% | 121 |
|
|
2025
Q1 | $599K | Sell |
21,411
-1,236
| -5% | -$34.6K | 0.23% | 115 |
|
|
2024
Q4 | $619K | Sell |
22,647
-654
| -3% | -$17.9K | 0.25% | 103 |
|
|
2024
Q3 | $657K | Sell |
23,301
-435
| -2% | -$12.3K | 0.27% | 97 |
|
|
2024
Q2 | $615K | Sell |
23,736
-930
| -4% | -$24.1K | 0.28% | 83 |
|
|
2024
Q1 | $663K | Sell |
24,666
-252
| -1% | -$6.77K | 0.31% | 73 |
|
|
2023
Q4 | $632K | Buy |
24,918
+546
| +2% | +$13.9K | 0.32% | 68 |
|
|
2023
Q3 | $575K | Sell |
24,372
-180
| -0.7% | -$4.25K | 0.32% | 70 |
|
|
2023
Q2 | $594K | Sell |
24,552
-90
| -0.4% | -$2.18K | 0.32% | 69 |
|
|
2023
Q1 | $601K | Buy |
24,642
+624
| +3% | +$15.2K | 0.33% | 67 |
|
|
2022
Q4 | $605K | Buy |
24,018
+2,970
| +14% | +$74.8K | 0.33% | 67 |
|
|
2022
Q3 | $466K | Buy |
+21,048
| New | +$466K | 0.27% | 75 |
|