Investors Research Corp’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 | $6.47M | Buy |
244,259
+15,122
| +7% | +$401K | 1.27% | 17 |
|
|
2025
Q1 | $6.41M | Buy |
229,137
+18,615
| +9% | +$520K | 1.39% | 15 |
|
|
2024
Q4 | $5.75M | Buy |
210,522
+13,158
| +7% | +$359K | 1.26% | 16 |
|
|
2024
Q3 | $5.56M | Buy |
197,364
+10,713
| +6% | +$302K | 1.22% | 18 |
|
|
2024
Q2 | $4.84M | Buy |
186,651
+15,516
| +9% | +$402K | 1.13% | 17 |
|
|
2024
Q1 | $4.6M | Buy |
171,135
+3,801
| +2% | +$102K | 1.08% | 18 |
|
|
2023
Q4 | $4.25M | Buy |
167,334
+6,057
| +4% | +$154K | 1.03% | 18 |
|
|
2023
Q3 | $3.8M | Sell |
161,277
-8,610
| -5% | -$203K | 0.99% | 18 |
|
|
2023
Q2 | $4.11M | Buy |
169,887
+5,274
| +3% | +$128K | 1.04% | 18 |
|
|
2023
Q1 | $4.01M | Buy |
164,613
+7,038
| +4% | +$172K | 1.04% | 17 |
|
|
2022
Q4 | $3.97M | Buy |
157,575
+8,475
| +6% | +$213K | 1.07% | 17 |
|
|
2022
Q3 | $3.3M | Buy |
149,100
+10,863
| +8% | +$241K | 1.01% | 17 |
|
|
2022
Q2 | $3.3M | Buy |
138,237
+12,636
| +10% | +$302K | 0.99% | 18 |
|
|
2022
Q1 | $3.3M | Buy |
125,601
+17,790
| +17% | +$468K | 0.93% | 19 |
|
|
2021
Q4 | $2.91M | Buy |
107,811
+17,205
| +19% | +$464K | 0.88% | 23 |
|
|
2021
Q3 | $2.24M | Buy |
90,606
+12,387
| +16% | +$307K | 0.76% | 29 |
|
|
2021
Q2 | $1.97M | Buy |
78,219
+16,176
| +26% | +$408K | 0.68% | 30 |
|
|
2021
Q1 | $1.51M | Buy |
62,043
+19,584
| +46% | +$476K | 0.57% | 28 |
|
|
2020
Q4 | $908K | Buy |
42,459
+26,322
| +163% | +$563K | 0.36% | 80 |
|
|
2020
Q3 | $297K | Buy |
+16,137
| New | +$297K | 0.14% | 213 |
|