Gerber Kawasaki Wealth & Investment 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 | $50.8M | Sell |
1,915,554
-10,587
| -0.5% | -$281K | 1.96% | 13 |
|
|
2025
Q1 | $53.9M | Buy |
1,926,141
+17,554
| +0.9% | +$491K | 2.42% | 10 |
|
|
2024
Q4 | $52.1M | Buy |
1,908,587
+12,209
| +0.6% | +$334K | 2.27% | 12 |
|
|
2024
Q3 | $53.4M | Sell |
1,896,378
-37,563
| -2% | -$1.06M | 2.46% | 11 |
|
|
2024
Q2 | $50.1M | Sell |
1,933,941
-44,169
| -2% | -$1.14M | 2.51% | 9 |
|
|
2024
Q1 | $53.2M | Sell |
1,978,110
-49,881
| -2% | -$1.34M | 2.87% | 9 |
|
|
2023
Q4 | $51.5M | Sell |
2,027,991
-252,900
| -11% | -$6.42M | 3.08% | 8 |
|
|
2023
Q3 | $53.8M | Buy |
2,280,891
+11,547
| +0.5% | +$272K | 3.66% | 6 |
|
|
2023
Q2 | $54.9M | Sell |
2,269,344
-66,564
| -3% | -$1.61M | 3.69% | 6 |
|
|
2023
Q1 | $57M | Sell |
2,335,908
-109,464
| -4% | -$2.67M | 4.5% | 3 |
|
|
2022
Q4 | $61.6M | Buy |
2,445,372
+252,924
| +12% | +$6.37M | 5.46% | 1 |
|
|
2022
Q3 | $48.5M | Buy |
2,192,448
+116,967
| +6% | +$2.59M | 4.53% | 3 |
|
|
2022
Q2 | $49.5M | Buy |
2,075,481
+158,505
| +8% | +$3.78M | 4.7% | 3 |
|
|
2022
Q1 | $50.4M | Buy |
1,916,976
+225,759
| +13% | +$5.94M | 4.11% | 4 |
|
|
2021
Q4 | $45.6M | Buy |
1,691,217
+107,088
| +7% | +$2.89M | 3.63% | 5 |
|
|
2021
Q3 | $39.2M | Buy |
1,584,129
+143,592
| +10% | +$3.55M | 5.07% | 4 |
|
|
2021
Q2 | $36.3M | Buy |
1,440,537
+147,177
| +11% | +$3.71M | 3.71% | 4 |
|
|
2021
Q1 | $31.4M | Buy |
1,293,360
+112,239
| +10% | +$2.73M | 3.78% | 4 |
|
|
2020
Q4 | $25.3M | Buy |
+1,181,121
| New | +$25.3M | 3.5% | 4 |
|
|
2020
Q3 | – | Sell |
-1,166,136
| Closed | -$20.1M | – | 144 |
|
|
2020
Q2 | $20.1M | Buy |
1,166,136
+144,393
| +14% | +$2.49M | 4.45% | 4 |
|
|
2020
Q1 | $15.3M | Buy |
+1,021,743
| New | +$15.3M | 4.34% | 5 |
|