Johnson Bixby & Associates’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 | $281K | Hold |
10,592
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $296K | Sell |
10,592
-2,135
| -17% | -$59.7K | 0.04% | 92 |
|
|
2024
Q4 | $348K | Buy |
12,727
+4
| +0% | +$109 | 0.05% | 82 |
|
|
2024
Q3 | $359K | Buy |
12,723
+882
| +7% | +$24.9K | 0.05% | 80 |
|
|
2024
Q2 | $307K | Sell |
11,841
-183
| -2% | -$4.74K | 0.05% | 86 |
|
|
2024
Q1 | $323K | Buy |
12,024
+6
| +0% | +$161 | 0.06% | 88 |
|
|
2023
Q4 | $305K | Sell |
12,018
-168
| -1% | -$4.26K | 0.06% | 85 |
|
|
2023
Q3 | $287K | Buy |
+12,186
| New | +$287K | 0.06% | 81 |
|