GPM Growth Investors’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 | $371K | Sell |
13,990
-1,398
| -9% | -$37K | 0.15% | 41 |
|
|
2025
Q1 | $430K | Sell |
15,388
-85,373
| -85% | -$2.39M | 0.19% | 40 |
|
|
2024
Q4 | $2.75M | Buy |
100,761
+801
| +0.8% | +$21.9K | 1.16% | 30 |
|
|
2024
Q3 | $2.82M | Sell |
99,960
-10,173
| -9% | -$287K | 1.17% | 32 |
|
|
2024
Q2 | $2.85M | Buy |
+110,133
| New | +$2.85M | 1.21% | 32 |
|
|
2023
Q4 | $3.15M | Sell |
124,149
-54,837
| -31% | -$1.39M | 1.48% | 30 |
|
|
2023
Q3 | $4.22M | Sell |
178,986
-312
| -0.2% | -$7.36K | 2.21% | 19 |
|
|
2023
Q2 | $4.34M | Buy |
179,298
+16,284
| +10% | +$394K | 2.28% | 19 |
|
|
2023
Q1 | $3.98M | Buy |
163,014
+6,468
| +4% | +$158K | 2.3% | 20 |
|
|
2022
Q4 | $3.94M | Buy |
156,546
+8,664
| +6% | +$218K | 2.39% | 17 |
|
|
2022
Q3 | $3.28M | Sell |
147,882
-3,012
| -2% | -$66.7K | 2.18% | 20 |
|
|
2022
Q2 | $3.6M | Buy |
150,894
+4,125
| +3% | +$98.5K | 2.35% | 18 |
|
|
2022
Q1 | $3.86M | Buy |
146,769
+28,848
| +24% | +$759K | 2.12% | 22 |
|
|
2021
Q4 | $3.18M | Sell |
117,921
-2,583
| -2% | -$69.6K | 1.58% | 28 |
|
|
2021
Q3 | $2.98M | Buy |
120,504
+3,423
| +3% | +$84.7K | 1.57% | 31 |
|
|
2021
Q2 | $2.95M | Buy |
117,081
+19,737
| +20% | +$497K | 1.55% | 30 |
|
|
2021
Q1 | $2.37M | Buy |
97,344
+42,417
| +77% | +$1.03M | 1.35% | 31 |
|
|
2020
Q4 | $1.17M | Buy |
54,927
+4,410
| +9% | +$94.3K | 0.72% | 33 |
|
|
2020
Q3 | $931K | Sell |
50,517
-11,025
| -18% | -$203K | 0.63% | 35 |
|
|
2020
Q2 | $1.06M | Sell |
61,542
-28,752
| -32% | -$496K | 0.79% | 30 |
|
|
2020
Q1 | $1.35M | Sell |
90,294
-16,803
| -16% | -$252K | 1.18% | 31 |
|
|
2019
Q4 | $2.07M | Buy |
+107,097
| New | +$2.07M | 1.5% | 29 |
|