Guild Investment 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 | $3.79M | Buy |
143,110
+44,855
| +46% | +$1.19M | 3.29% | 10 |
|
|
2025
Q1 | $2.75M | Buy |
98,255
+17,425
| +22% | +$487K | 2.89% | 9 |
|
|
2024
Q4 | $2.21M | Buy |
+80,830
| New | +$2.21M | 2.4% | 17 |
|
|
2024
Q3 | – | Sell |
-17,640
| Closed | -$462K | – | 55 |
|
|
2024
Q2 | $462K | Buy |
17,640
+3,300
| +23% | +$86.4K | 0.53% | 36 |
|
|
2024
Q1 | $385K | Buy |
+14,340
| New | +$385K | 0.49% | 36 |
|