Golden State Wealth 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 | $449K | Sell |
16,948
-327
| -2% | -$8.67K | 0.05% | 251 |
|
|
2025
Q1 | $483K | Buy |
17,275
+1,586
| +10% | +$44.3K | 0.07% | 208 |
|
|
2024
Q4 | $429K | Buy |
+15,689
| New | +$429K | 0.06% | 215 |
|
|
2022
Q1 | $244K | Buy |
9,294
+27
| +0.3% | +$709 | 0.05% | 266 |
|
|
2021
Q4 | $250K | Buy |
+9,267
| New | +$250K | 0.04% | 319 |
|
|
2019
Q2 | – | Sell |
-735
| Closed | -$13K | – | 1132 |
|
|
2019
Q1 | $13K | Buy |
+735
| New | +$13K | ﹤0.01% | 723 |
|