HCA
Heck Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-98,088
| Closed | -$2.74M | – | 240 |
|
|
2025
Q1 | $2.74M | Buy |
98,088
+21,910
| +29% | +$613K | 0.31% | 56 |
|
|
2024
Q4 | $2.08M | Buy |
76,178
+50,822
| +200% | +$1.39M | 0.24% | 61 |
|
|
2024
Q3 | $2.14M | Sell |
25,356
-122
| -0.5% | -$10.3K | 0.25% | 62 |
|
|
2024
Q2 | $1.98M | Sell |
25,478
-47
| -0.2% | -$3.66K | 0.25% | 64 |
|
|
2024
Q1 | $2.06M | Sell |
25,525
-112
| -0.4% | -$9.03K | 0.31% | 55 |
|
|
2023
Q4 | $1.95M | Sell |
25,637
-24,241
| -49% | -$1.85M | 0.32% | 58 |
|
|
2023
Q3 | $3.53M | Sell |
49,878
-52,890
| -51% | -$3.74M | 0.65% | 41 |
|
|
2023
Q2 | $7.46M | Sell |
102,768
-98,204
| -49% | -$7.13M | 1.29% | 29 |
|
|
2023
Q1 | $14.7M | Buy |
200,972
+1,738
| +0.9% | +$127K | 2.82% | 8 |
|
|
2022
Q4 | $15.1M | Sell |
199,234
-3,859
| -2% | -$292K | 2.92% | 7 |
|
|
2022
Q3 | $13.5M | Buy |
203,093
+5,264
| +3% | +$350K | 2.78% | 11 |
|
|
2022
Q2 | $14.2M | Buy |
197,829
+20,056
| +11% | +$1.44M | 2.85% | 9 |
|
|
2022
Q1 | $14M | Buy |
+177,773
| New | +$14M | 2.54% | 8 |
|