Greenhouse 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 | $682K | Sell |
25,737
-464
| -2% | -$12.3K | 0.44% | 29 |
|
|
2025
Q1 | $733K | Buy |
26,201
+96
| +0.4% | +$2.68K | 0.55% | 23 |
|
|
2024
Q4 | $713K | Sell |
26,105
-3,439
| -12% | -$94K | 0.47% | 30 |
|
|
2024
Q3 | $832K | Buy |
29,544
+243
| +0.8% | +$6.85K | 0.56% | 25 |
|
|
2024
Q2 | $760K | Hold |
29,301
| – | – | 0.55% | 27 |
|
|
2024
Q1 | $788K | Sell |
29,301
-909
| -3% | -$24.4K | 0.59% | 25 |
|
|
2023
Q4 | $767K | Sell |
30,210
-3,420
| -10% | -$86.8K | 0.62% | 22 |
|
|
2023
Q3 | $793K | Buy |
33,630
+66
| +0.2% | +$1.56K | 0.71% | 20 |
|
|
2023
Q2 | $812K | Sell |
33,564
-219
| -0.6% | -$5.3K | 0.72% | 20 |
|
|
2023
Q1 | $824K | Buy |
33,783
+243
| +0.7% | +$5.93K | 0.78% | 19 |
|
|
2022
Q4 | $845K | Buy |
+33,540
| New | +$845K | 0.85% | 18 |
|