Independent Solutions 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 | $2.61M | Sell |
98,668
-2,649
| -3% | -$70.2K | 0.51% | 65 |
|
|
2025
Q1 | $2.83M | Buy |
101,317
+5,259
| +5% | +$147K | 0.63% | 50 |
|
|
2024
Q4 | $2.62M | Sell |
96,058
-4,799
| -5% | -$131K | 0.57% | 51 |
|
|
2024
Q3 | $2.84M | Sell |
100,857
-231
| -0.2% | -$6.51K | 0.64% | 45 |
|
|
2024
Q2 | $2.62M | Buy |
101,088
+3,354
| +3% | +$86.9K | 0.6% | 50 |
|
|
2024
Q1 | $2.63M | Buy |
97,734
+9,018
| +10% | +$242K | 0.62% | 47 |
|
|
2023
Q4 | $2.25M | Buy |
88,716
+10,848
| +14% | +$275K | 0.58% | 52 |
|
|
2023
Q3 | $1.84M | Buy |
77,868
+16,275
| +26% | +$384K | 0.48% | 54 |
|
|
2023
Q2 | $1.49M | Buy |
61,593
+5,283
| +9% | +$128K | 0.38% | 66 |
|
|
2023
Q1 | $1.37M | Buy |
56,310
+1,200
| +2% | +$29.3K | 0.4% | 63 |
|
|
2022
Q4 | $1.39M | Sell |
55,110
-4,965
| -8% | -$125K | 0.42% | 61 |
|
|
2022
Q3 | $1.33M | Buy |
60,075
+6,144
| +11% | +$136K | 0.44% | 59 |
|
|
2022
Q2 | $1.29M | Buy |
53,931
+5,682
| +12% | +$136K | 0.4% | 66 |
|
|
2022
Q1 | $1.27M | Buy |
48,249
+5,112
| +12% | +$134K | 0.3% | 79 |
|
|
2021
Q4 | $1.16M | Buy |
43,137
+4,083
| +10% | +$110K | 0.27% | 85 |
|
|
2021
Q3 | $966K | Buy |
39,054
+7,563
| +24% | +$187K | 0.24% | 92 |
|
|
2021
Q2 | $794K | Buy |
31,491
+8,058
| +34% | +$203K | 0.19% | 104 |
|
|
2021
Q1 | $570K | Sell |
23,433
-2,256
| -9% | -$54.8K | 0.16% | 111 |
|
|
2020
Q4 | $549K | Sell |
25,689
-6,996
| -21% | -$150K | 0.17% | 103 |
|
|
2020
Q3 | $602K | Sell |
32,685
-5,880
| -15% | -$108K | 0.23% | 84 |
|
|
2020
Q2 | $665K | Sell |
38,565
-522
| -1% | -$9K | 0.28% | 68 |
|
|
2020
Q1 | $586K | Sell |
39,087
-843
| -2% | -$12.6K | 0.32% | 60 |
|
|
2019
Q4 | $771K | Buy |
+39,930
| New | +$771K | 0.34% | 57 |
|