J2 Capital 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 | $321K | Hold |
12,114
| – | – | 0.26% | 93 |
|
|
2025
Q1 | $339K | Hold |
12,114
| – | – | 0.31% | 73 |
|
|
2024
Q4 | $331K | Buy |
+12,114
| New | +$331K | 0.31% | 83 |
|
|
2023
Q3 | $286K | Hold |
12,114
| – | – | 0.36% | 83 |
|
|
2023
Q2 | $293K | Hold |
12,114
| – | – | 0.35% | 83 |
|
|
2023
Q1 | $295K | Hold |
12,114
| – | – | 0.46% | 65 |
|
|
2022
Q4 | $305K | Hold |
12,114
| – | – | 0.52% | 55 |
|
|
2022
Q3 | $268K | Buy |
12,114
+114
| +1% | +$2.52K | 0.51% | 50 |
|
|
2022
Q2 | $287K | Buy |
+12,000
| New | +$287K | 0.44% | 56 |
|