Ironwood 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 | $573K | Hold |
20,492
| – | – | 0.12% | 103 |
|
|
2025
Q1 | $573K | Buy |
20,492
+4,101
| +25% | +$115K | 0.12% | 103 |
|
|
2024
Q4 | $448K | Buy |
16,391
+6,821
| +71% | +$186K | 0.09% | 110 |
|
|
2024
Q3 | $270K | Buy |
+9,570
| New | +$270K | 0.06% | 136 |
|
|
2020
Q1 | – | Sell |
-774
| Closed | -$15K | – | 397 |
|
|
2019
Q4 | $15K | Buy |
774
+15
| +2% | +$291 | 0.01% | 232 |
|
|
2019
Q3 | $14K | Sell |
759
-195
| -20% | -$3.6K | 0.01% | 237 |
|
|
2019
Q2 | $17K | Buy |
954
+612
| +179% | +$10.9K | 0.01% | 224 |
|
|
2019
Q1 | $6K | Hold |
342
| – | – | ﹤0.01% | 302 |
|
|
2018
Q4 | $5K | Hold |
342
| – | – | ﹤0.01% | 305 |
|
|
2018
Q3 | $6K | Hold |
342
| – | – | ﹤0.01% | 296 |
|
|
2018
Q2 | $6K | Hold |
342
| – | – | ﹤0.01% | 229 |
|
|
2018
Q1 | $6K | Buy |
+342
| New | +$6K | 0.01% | 200 |
|