JBR Co Financial 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 | $1.02M | Sell |
38,625
-11,572
| -23% | -$307K | 0.51% | 46 |
|
|
2025
Q1 | $1.4M | Buy |
50,197
+289
| +0.6% | +$8.08K | 0.82% | 36 |
|
|
2024
Q4 | $1.36M | Buy |
49,908
+6,063
| +14% | +$166K | 0.83% | 33 |
|
|
2024
Q3 | $1.24M | Sell |
43,845
-2,424
| -5% | -$68.3K | 0.81% | 34 |
|
|
2024
Q2 | $1.2M | Sell |
46,269
-15,744
| -25% | -$408K | 0.84% | 29 |
|
|
2024
Q1 | $1.67M | Sell |
62,013
-37,422
| -38% | -$1.01M | 1.33% | 23 |
|
|
2023
Q4 | $2.52M | Buy |
+99,435
| New | +$2.52M | 2.37% | 11 |
|