Gerber LLC’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
Q1 | – | Sell |
-9,048
| Closed | -$247K | – | 97 |
|
|
2024
Q4 | $247K | Hold |
9,048
| – | – | 0.18% | 72 |
|
|
2024
Q3 | $255K | Sell |
9,048
-2,346
| -21% | -$66.1K | 0.19% | 79 |
|
|
2024
Q2 | $295K | Buy |
11,394
+27
| +0.2% | +$700 | 0.23% | 64 |
|
|
2024
Q1 | $306K | Hold |
11,367
| – | – | 0.26% | 62 |
|
|
2023
Q4 | $288K | Buy |
+11,367
| New | +$288K | 0.26% | 69 |
|