IRON 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 | $1.63M | Sell |
61,655
-15,918
| -21% | -$422K | 0.85% | 24 |
|
|
2025
Q1 | $2.17M | Buy |
77,573
+5,653
| +8% | +$158K | 1.22% | 20 |
|
|
2024
Q4 | $1.96M | Buy |
71,920
+2,428
| +3% | +$66.3K | 1.1% | 22 |
|
|
2024
Q3 | $1.96M | Buy |
69,492
+3,036
| +5% | +$85.5K | 1.07% | 21 |
|
|
2024
Q2 | $1.72M | Hold |
66,456
| – | – | 0.97% | 24 |
|
|
2024
Q1 | $1.79M | Buy |
66,456
+1,422
| +2% | +$38.2K | 1% | 22 |
|
|
2023
Q4 | $1.65M | Buy |
65,034
+1,056
| +2% | +$26.8K | 0.94% | 26 |
|
|
2023
Q3 | $1.51M | Buy |
63,978
+462
| +0.7% | +$10.9K | 0.88% | 28 |
|
|
2023
Q2 | $1.54M | Buy |
63,516
+468
| +0.7% | +$11.3K | 0.83% | 30 |
|
|
2023
Q1 | $1.54M | Sell |
63,048
-1,662
| -3% | -$40.5K | 0.84% | 28 |
|
|
2022
Q4 | $1.63M | Buy |
+64,710
| New | +$1.63M | 0.94% | 24 |
|