IAG Wealth Partners’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 | $10.4K | Buy |
394
+250
| +174% | +$6.63K | ﹤0.01% | 336 |
|
|
2025
Q1 | $4.03K | Hold |
144
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $3.93K | Sell |
144
-1,437
| -91% | -$39.3K | ﹤0.01% | 441 |
|
|
2024
Q3 | $44.5K | Buy |
1,581
+1,437
| +998% | +$40.5K | 0.01% | 199 |
|
|
2024
Q2 | $3.73K | Hold |
144
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $3.87K | Hold |
144
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $3.65K | Hold |
144
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $3.4K | Sell |
144
-795
| -85% | -$18.7K | ﹤0.01% | 377 |
|
|
2023
Q2 | $22.7K | Buy |
939
+381
| +68% | +$9.22K | 0.01% | 226 |
|
|
2023
Q1 | $13.6K | Buy |
558
+360
| +182% | +$8.78K | ﹤0.01% | 267 |
|
|
2022
Q4 | $4.99K | Hold |
198
| – | – | ﹤0.01% | 361 |
|
|
2022
Q3 | $4K | Hold |
198
| – | – | ﹤0.01% | 366 |
|
|
2022
Q2 | $5K | Hold |
198
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $5K | Hold |
198
| – | – | ﹤0.01% | 361 |
|
|
2021
Q4 | $5K | Hold |
198
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $5K | Hold |
198
| – | – | ﹤0.01% | 337 |
|
|
2021
Q2 | $5K | Hold |
198
| – | – | ﹤0.01% | 321 |
|
|
2021
Q1 | $5K | Hold |
198
| – | – | ﹤0.01% | 316 |
|
|
2020
Q4 | $5K | Hold |
198
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $4K | Hold |
198
| – | – | ﹤0.01% | 297 |
|
|
2020
Q2 | $4K | Hold |
198
| – | – | ﹤0.01% | 301 |
|
|
2020
Q1 | $3K | Hold |
198
| – | – | ﹤0.01% | 312 |
|
|
2019
Q4 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 330 |
|