Hantz Financial Services’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 | $155K | Buy |
5,843
+549
| +10% | +$14.6K | ﹤0.01% | 662 |
|
|
2025
Q1 | $148K | Buy |
5,294
+2,000
| +61% | +$55.9K | ﹤0.01% | 584 |
|
|
2024
Q4 | $90K | Buy |
3,294
+291
| +10% | +$7.95K | ﹤0.01% | 618 |
|
|
2024
Q3 | $85K | Sell |
3,003
-3,612
| -55% | -$102K | ﹤0.01% | 617 |
|
|
2024
Q2 | $171K | Buy |
6,615
+3,615
| +121% | +$93.4K | ﹤0.01% | 573 |
|
|
2024
Q1 | $81K | Hold |
3,000
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $76K | Hold |
3,000
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $71K | Hold |
3,000
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $73K | Hold |
3,000
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $73K | Hold |
3,000
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $76K | Hold |
3,000
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $66K | Hold |
3,000
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $72K | Hold |
3,000
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $79K | Hold |
3,000
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $81K | Hold |
3,000
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $74K | Hold |
3,000
| – | – | ﹤0.01% | 542 |
|
|
2021
Q2 | $76K | Hold |
3,000
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $73K | Buy |
+3,000
| New | +$73K | ﹤0.01% | 505 |
|