Gimbal Financial’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 | – | Sell |
-7,875
| Closed | -$220K | – | 53 |
|
|
2025
Q1 | $220K | Hold |
7,875
| – | – | 0.2% | 38 |
|
|
2024
Q4 | $215K | Sell |
7,875
-15,750
| -67% | -$430K | 0.18% | 43 |
|
|
2024
Q3 | $223K | Buy |
23,625
+15,750
| +200% | +$149K | 0.14% | 46 |
|
|
2024
Q2 | $207K | Hold |
7,875
| – | – | 0.15% | 43 |
|
|
2024
Q1 | $212K | Buy |
+7,875
| New | +$212K | 0.17% | 45 |
|