GC Wealth Management RIA’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 | $342K | Buy |
12,894
+2,859
| +28% | +$75.8K | 0.03% | 407 |
|
|
2025
Q1 | $281K | Hold |
10,035
| – | – | 0.05% | 256 |
|
|
2024
Q4 | $274K | Hold |
10,035
| – | – | 0.05% | 252 |
|
|
2024
Q3 | $283K | Hold |
10,035
| – | – | 0.05% | 257 |
|
|
2024
Q2 | $260K | Hold |
10,035
| – | – | 0.05% | 242 |
|
|
2024
Q1 | $270K | Hold |
10,035
| – | – | 0.05% | 239 |
|
|
2023
Q4 | $255K | Buy |
+10,035
| New | +$255K | 0.11% | 181 |
|