Investment Partners Asset 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 | $579K | Buy |
21,846
+194
| +0.9% | +$5.14K | 0.4% | 72 |
|
|
2025
Q1 | $605K | Buy |
21,652
+304
| +1% | +$8.5K | 0.48% | 68 |
|
|
2024
Q4 | $583K | Sell |
21,348
-3,126
| -13% | -$85.4K | 0.46% | 67 |
|
|
2024
Q3 | $690K | Buy |
24,474
+6
| +0% | +$169 | 0.57% | 51 |
|
|
2024
Q2 | $634K | Hold |
24,468
| – | – | 0.57% | 52 |
|
|
2024
Q1 | $658K | Sell |
24,468
-63
| -0.3% | -$1.69K | 0.59% | 50 |
|
|
2023
Q4 | $623K | Buy |
+24,531
| New | +$623K | 0.62% | 50 |
|