Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33K | Sell |
1,235
-325,363
| -100% | -$8.69M | 0.02% | 243 |
|
|
2024
Q3 | $9.2M | Buy |
326,598
+9,663
| +3% | +$272K | 2.68% | 5 |
|
|
2024
Q2 | $8.22M | Buy |
316,935
+20,391
| +7% | +$529K | 2.31% | 7 |
|
|
2024
Q1 | $7.97M | Buy |
296,544
+7,533
| +3% | +$202K | 2.37% | 7 |
|
|
2023
Q4 | $7.33M | Buy |
289,011
+8,898
| +3% | +$226K | 2.41% | 7 |
|
|
2023
Q3 | $6.61M | Buy |
+280,113
| New | +$6.61M | 2.38% | 7 |
|
|
2023
Q1 | $4.98M | Buy |
+204,084
| New | +$4.98M | 1.91% | 7 |
|
|
2022
Q4 | – | Sell |
-178,011
| Closed | -$3.94M | – | 966 |
|
|
2022
Q3 | $3.94M | Buy |
178,011
+14,367
| +9% | +$318K | 1.62% | 10 |
|
|
2022
Q2 | $3.91M | Buy |
163,644
+14,484
| +10% | +$346K | 1.75% | 10 |
|
|
2022
Q1 | $3.92M | Buy |
149,160
+31,911
| +27% | +$839K | 1.58% | 9 |
|
|
2021
Q4 | $3.16M | Buy |
+117,249
| New | +$3.16M | 1.18% | 18 |
|