Golden State Equity Partners’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 | $1.4M | Sell |
52,892
-3,796
| -7% | -$101K | 0.26% | 86 |
|
|
2025
Q1 | $1.59M | Sell |
56,688
-59,580
| -51% | -$1.67M | 0.31% | 79 |
|
|
2024
Q4 | $3.18M | Buy |
+116,268
| New | +$3.18M | 0.61% | 32 |
|
|
2024
Q3 | – | Sell |
-110,097
| Closed | -$2.85M | – | 887 |
|
|
2024
Q2 | $2.85M | Buy |
+110,097
| New | +$2.85M | 0.59% | 32 |
|
|
2023
Q4 | $3.05M | Buy |
120,363
+4,188
| +4% | +$106K | 0.74% | 28 |
|
|
2023
Q3 | $2.74M | Buy |
116,175
+4,596
| +4% | +$108K | 0.76% | 30 |
|
|
2023
Q2 | $2.7M | Buy |
111,579
+41,457
| +59% | +$1M | 0.76% | 28 |
|
|
2023
Q1 | $1.71M | Buy |
+70,122
| New | +$1.71M | 0.93% | 32 |
|
|
2022
Q1 | $952K | Buy |
+36,192
| New | +$952K | 0.48% | 61 |
|
|
2021
Q4 | – | Sell |
-9,561
| Closed | -$237K | – | 238 |
|
|
2021
Q3 | $237K | Buy |
+9,561
| New | +$237K | 0.1% | 199 |
|