HighMark Wealth 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 | $155K | Buy |
5,846
+2,115
| +57% | +$56K | 0.08% | 89 |
|
|
2025
Q1 | $104K | Buy |
3,731
+3,542
| +1,874% | +$99K | 0.06% | 85 |
|
|
2024
Q4 | $5.15K | Buy |
189
+3
| +2% | +$82 | ﹤0.01% | 377 |
|
|
2024
Q3 | $5.26K | Buy |
186
+3
| +2% | +$85 | ﹤0.01% | 397 |
|
|
2024
Q2 | $4.75K | Hold |
183
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $4.93K | Hold |
183
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $4.62K | Buy |
+183
| New | +$4.62K | ﹤0.01% | 382 |
|