Future Financial 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 | $5.66M | Sell |
213,690
-3,639
| -2% | -$96.4K | 3.86% | 3 |
|
|
2025
Q1 | $6.08M | Buy |
217,329
+12,397
| +6% | +$347K | 4.46% | 3 |
|
|
2024
Q4 | $5.6M | Buy |
204,932
+8,822
| +4% | +$241K | 4.09% | 3 |
|
|
2024
Q3 | $5.53M | Buy |
196,110
+10,305
| +6% | +$290K | 3.95% | 3 |
|
|
2024
Q2 | $4.82M | Buy |
185,805
+13,068
| +8% | +$339K | 4.23% | 3 |
|
|
2024
Q1 | $4.64M | Buy |
172,737
+45,402
| +36% | +$1.22M | 3.57% | 3 |
|
|
2023
Q4 | $3.23M | Buy |
127,335
+1,416
| +1% | +$35.9K | 3.21% | 8 |
|
|
2023
Q3 | $2.97M | Buy |
125,919
+978
| +0.8% | +$23.1K | 3.29% | 9 |
|
|
2023
Q2 | $3.02M | Sell |
124,941
-25,002
| -17% | -$605K | 3.18% | 10 |
|
|
2023
Q1 | $3.68M | Buy |
149,943
+87,891
| +142% | +$2.16M | 4.05% | 3 |
|
|
2022
Q4 | $1.56M | Buy |
62,052
+20,190
| +48% | +$508K | 1.78% | 10 |
|
|
2022
Q3 | $1M | Buy |
41,862
+561
| +1% | +$13.4K | 1.15% | 27 |
|
|
2022
Q2 | $1.09M | Hold |
41,301
| – | – | 1.06% | 29 |
|
|
2022
Q1 | $1.09M | Buy |
41,301
+3,174
| +8% | +$83.5K | 0.9% | 29 |
|
|
2021
Q4 | $1.03M | Buy |
38,127
+3,237
| +9% | +$87.2K | 0.82% | 35 |
|
|
2021
Q3 | $879K | Hold |
34,890
| – | – | 0.9% | 40 |
|
|
2021
Q2 | $879K | Buy |
34,890
+870
| +3% | +$21.9K | 0.9% | 40 |
|
|
2021
Q1 | $827K | Buy |
34,020
+3,456
| +11% | +$84K | 0.95% | 30 |
|
|
2020
Q4 | $653K | Buy |
+30,564
| New | +$653K | 0.75% | 41 |
|