Gables Capital 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 | $4.61K | Hold |
174
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $4.87K | Hold |
174
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $4.75K | Hold |
174
| – | – | ﹤0.01% | 391 |
|
|
2024
Q3 | $1.63K | Buy |
+174
| New | +$1.63K | ﹤0.01% | 418 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$37.8K | – | 380 |
|
|
2022
Q4 | $37.8K | Hold |
1,500
| – | – | 0.03% | 212 |
|
|
2022
Q3 | $33K | Hold |
1,500
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $36K | Hold |
1,500
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $39K | Hold |
1,500
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $40K | Hold |
1,500
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $37K | Hold |
1,500
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $38K | Hold |
1,500
| – | – | 0.03% | 225 |
|
|
2021
Q1 | $36K | Hold |
1,500
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $32K | Hold |
1,500
| – | – | 0.02% | 240 |
|
|
2020
Q3 | $28K | Hold |
1,500
| – | – | 0.02% | 239 |
|
|
2020
Q2 | $26K | Hold |
1,500
| – | – | 0.02% | 239 |
|
|
2020
Q1 | $22K | Buy |
+1,500
| New | +$22K | 0.02% | 247 |
|