Insigneo Advisory Services’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 | $4.6M | Sell |
173,419
-1,695
| -1% | -$44.9K | 0.39% | 41 |
|
|
2025
Q1 | $4.9M | Buy |
175,114
+20,108
| +13% | +$562K | 0.51% | 29 |
|
|
2024
Q4 | $4.23M | Buy |
155,006
+34,454
| +29% | +$941K | 0.44% | 35 |
|
|
2024
Q3 | $3.4M | Buy |
120,552
+10,959
| +10% | +$309K | 0.34% | 52 |
|
|
2024
Q2 | $2.89M | Buy |
109,593
+23,727
| +28% | +$625K | 0.32% | 57 |
|
|
2024
Q1 | $2.31M | Buy |
85,866
+27,522
| +47% | +$740K | 0.27% | 71 |
|
|
2023
Q4 | $1.48M | Buy |
58,344
+450
| +0.8% | +$11.4K | 0.21% | 99 |
|
|
2023
Q3 | $1.37M | Sell |
57,894
-207
| -0.4% | -$4.88K | 0.28% | 76 |
|
|
2023
Q2 | $1.41M | Buy |
58,101
+10,659
| +22% | +$258K | 0.27% | 76 |
|
|
2023
Q1 | $1.16M | Buy |
47,442
+13,284
| +39% | +$324K | 0.37% | 56 |
|
|
2022
Q4 | $860K | Buy |
+34,158
| New | +$860K | 0.33% | 62 |
|