Intrua Financial’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 | $3.99M | Sell |
150,467
-483
| -0.3% | -$12.8K | 0.53% | 32 |
|
|
2025
Q1 | $4.22M | Sell |
150,950
-10,957
| -7% | -$306K | 0.61% | 32 |
|
|
2024
Q4 | $4.42M | Sell |
161,907
-1,533
| -0.9% | -$41.9K | 0.68% | 31 |
|
|
2024
Q3 | $4.61M | Sell |
163,440
-45,456
| -22% | -$1.28M | 0.68% | 27 |
|
|
2024
Q2 | $5.41M | Buy |
208,896
+3,288
| +2% | +$85.2K | 0.81% | 18 |
|
|
2024
Q1 | $5.53M | Buy |
205,608
+17,538
| +9% | +$471K | 0.8% | 18 |
|
|
2023
Q4 | $4.77M | Sell |
188,070
-2,208
| -1% | -$56K | 0.7% | 30 |
|
|
2023
Q3 | $4.49M | Buy |
190,278
+1,938
| +1% | +$45.7K | 0.76% | 26 |
|
|
2023
Q2 | $4.56M | Buy |
188,340
+4,383
| +2% | +$106K | 0.77% | 29 |
|
|
2023
Q1 | $4.3M | Buy |
183,957
+13,686
| +8% | +$320K | 0.89% | 27 |
|
|
2022
Q4 | $4.26M | Sell |
170,271
-9,498
| -5% | -$238K | 0.98% | 21 |
|
|
2022
Q3 | $3.98M | Buy |
179,769
+41,406
| +30% | +$917K | 1.06% | 20 |
|
|
2022
Q2 | $3.3M | Buy |
138,363
+14,295
| +12% | +$341K | 0.7% | 32 |
|
|
2022
Q1 | $3.26M | Buy |
124,068
+9,807
| +9% | +$258K | 0.58% | 34 |
|
|
2021
Q4 | $3.08M | Buy |
114,261
+25,725
| +29% | +$693K | 0.54% | 40 |
|
|
2021
Q3 | $2.27M | Buy |
+88,536
| New | +$2.27M | 0.42% | 47 |
|