HFG 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 | $285K | Hold |
10,770
| – | – | 0.23% | 71 |
|
|
2025
Q1 | $301K | Hold |
10,770
| – | – | 0.26% | 65 |
|
|
2024
Q4 | $294K | Hold |
10,770
| – | – | 0.26% | 66 |
|
|
2024
Q3 | $303K | Hold |
10,770
| – | – | 0.27% | 69 |
|
|
2024
Q2 | $279K | Hold |
10,770
| – | – | 0.26% | 74 |
|
|
2024
Q1 | $289K | Hold |
10,770
| – | – | 0.26% | 81 |
|
|
2023
Q4 | $273K | Hold |
10,770
| – | – | 0.26% | 77 |
|
|
2023
Q3 | $254K | Hold |
10,770
| – | – | 0.28% | 75 |
|
|
2023
Q2 | $261K | Hold |
10,770
| – | – | 0.28% | 73 |
|
|
2023
Q1 | $263K | Hold |
10,770
| – | – | 0.3% | 64 |
|
|
2022
Q4 | $271K | Hold |
10,770
| – | – | 0.32% | 65 |
|
|
2022
Q3 | $238K | Buy |
+10,770
| New | +$238K | 0.33% | 65 |
|