HCR Wealth Advisors’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 | $210K | Buy |
7,937
+749
| +10% | +$19.8K | 0.02% | 220 |
|
|
2025
Q1 | $201K | Buy |
+7,188
| New | +$201K | 0.03% | 224 |
|
|
2024
Q4 | – | Sell |
-7,098
| Closed | -$200K | – | 238 |
|
|
2024
Q3 | $200K | Buy |
+7,098
| New | +$200K | 0.03% | 223 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$4K | – | 253 |
|
|
2020
Q4 | $4K | Sell |
180
-810
| -82% | -$18K | ﹤0.01% | 254 |
|
|
2020
Q3 | $18K | Hold |
990
| – | – | ﹤0.01% | 211 |
|
|
2020
Q2 | $17K | Buy |
990
+30
| +3% | +$515 | ﹤0.01% | 210 |
|
|
2020
Q1 | $14K | Hold |
960
| – | – | ﹤0.01% | 201 |
|
|
2019
Q4 | $19K | Buy |
+960
| New | +$19K | ﹤0.01% | 196 |
|