IAP
Indie Asset Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
55,979
-10,547
| -16% | -$279K | 2.7% | 9 |
|
|
2025
Q1 | $1.86M | Sell |
66,526
-3,575
| -5% | -$100K | 1.61% | 7 |
|
|
2024
Q4 | $1.92M | Buy |
70,101
+46,939
| +203% | +$1.28M | 1.5% | 11 |
|
|
2024
Q3 | $1.96M | Buy |
23,162
+731
| +3% | +$61.8K | 1.47% | 8 |
|
|
2024
Q2 | $1.74M | Buy |
22,431
+2,546
| +13% | +$198K | 1.39% | 9 |
|
|
2024
Q1 | $1.6M | Sell |
19,885
-5
| -0% | -$403 | 1.43% | 9 |
|
|
2023
Q4 | $1.51M | Buy |
19,890
+146
| +0.7% | +$11.1K | 1.37% | 11 |
|
|
2023
Q3 | $1.4M | Sell |
19,744
-819
| -4% | -$58K | 1.41% | 10 |
|
|
2023
Q2 | $1.49M | Sell |
20,563
-11,234
| -35% | -$816K | 1.62% | 9 |
|
|
2023
Q1 | $2.33M | Buy |
31,797
+2,053
| +7% | +$150K | 2.72% | 4 |
|
|
2022
Q4 | $2.25M | Sell |
29,744
-7,231
| -20% | -$546K | 2.46% | 5 |
|
|
2022
Q3 | $2.46M | Sell |
36,975
-3,122
| -8% | -$207K | 2.52% | 5 |
|
|
2022
Q2 | $2.87M | Buy |
40,097
+4,548
| +13% | +$326K | 2.54% | 5 |
|
|
2022
Q1 | $2.8M | Buy |
35,549
+1,623
| +5% | +$128K | 2.11% | 6 |
|
|
2021
Q4 | $2.74M | Buy |
33,926
+525
| +2% | +$42.4K | 1.99% | 7 |
|
|
2021
Q3 | $2.48M | Buy |
33,401
+2,816
| +9% | +$209K | 2.01% | 9 |
|
|
2021
Q2 | $2.31M | Sell |
30,585
-141
| -0.5% | -$10.7K | 1.87% | 7 |
|
|
2021
Q1 | $2.24M | Sell |
30,726
-3,115
| -9% | -$227K | 2.55% | 7 |
|
|
2020
Q4 | $2.17M | Sell |
33,841
-1,535
| -4% | -$98.5K | 2.53% | 8 |
|
|
2020
Q3 | $1.96M | Buy |
35,376
+200
| +0.6% | +$11.1K | 2.45% | 10 |
|
|
2020
Q2 | $2M | Sell |
35,176
-3,226
| -8% | -$184K | 2.51% | 9 |
|
|
2020
Q1 | $1.73M | Sell |
38,402
-3,615
| -9% | -$163K | 2.15% | 12 |
|
|
2019
Q4 | $2.43M | Buy |
+42,017
| New | +$2.43M | 2.59% | 10 |
|