Iron Horse Wealth 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 | $124K | Buy |
4,664
+507
| +12% | +$13.4K | 0.04% | 77 |
|
|
2025
Q1 | $116K | Buy |
4,157
+3,506
| +539% | +$98K | 0.04% | 69 |
|
|
2024
Q4 | $17.8K | Buy |
651
+6
| +0.9% | +$164 | 0.01% | 197 |
|
|
2024
Q3 | $18.2K | Sell |
645
-345
| -35% | -$9.73K | 0.01% | 191 |
|
|
2024
Q2 | $25.6K | Buy |
+990
| New | +$25.6K | 0.01% | 142 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$145 | – | 510 |
|
|
2023
Q2 | $145 | Hold |
6
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $146 | Hold |
6
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 272 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | – | – | 252 |
|
|
2022
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 307 |
|
|
2022
Q1 | $0 | Sell |
9
-306
| -97% | – | ﹤0.01% | 263 |
|
|
2021
Q4 | $8K | Buy |
+315
| New | +$8K | ﹤0.01% | 129 |
|