International Private Wealth Advisors’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 | $432K | Sell |
16,291
-815
| -5% | -$21.6K | 0.37% | 71 |
|
|
2025
Q1 | $478K | Sell |
17,106
-1,344
| -7% | -$37.6K | 0.46% | 53 |
|
|
2024
Q4 | $504K | Buy |
18,450
+1,197
| +7% | +$32.7K | 0.5% | 48 |
|
|
2024
Q3 | $486K | Sell |
17,253
-672
| -4% | -$18.9K | 0.71% | 28 |
|
|
2024
Q2 | $465K | Sell |
17,925
-2,565
| -13% | -$66.5K | 0.78% | 28 |
|
|
2024
Q1 | $551K | Sell |
20,490
-132
| -0.6% | -$3.55K | 1.06% | 15 |
|
|
2023
Q4 | $523K | Buy |
+20,622
| New | +$523K | 0.52% | 33 |
|