Joule 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 | $20.4M | Buy |
767,946
+21,177
| +3% | +$561K | 6.61% | 5 |
|
|
2025
Q1 | $20.9M | Buy |
746,769
+14,379
| +2% | +$402K | 7.33% | 4 |
|
|
2024
Q4 | $20M | Buy |
732,390
+40,983
| +6% | +$1.12M | 7.07% | 4 |
|
|
2024
Q3 | $19.5M | Buy |
691,407
+126,438
| +22% | +$3.56M | 7.09% | 4 |
|
|
2024
Q2 | $14.8M | Buy |
564,969
+19,443
| +4% | +$509K | 6.02% | 4 |
|
|
2024
Q1 | $14.7M | Buy |
545,526
+146,577
| +37% | +$3.94M | 6.04% | 4 |
|
|
2023
Q4 | $10.1M | Buy |
398,949
+3,066
| +0.8% | +$77.8K | 4.7% | 7 |
|
|
2023
Q3 | $9.34M | Buy |
395,883
+12,420
| +3% | +$293K | 4.77% | 6 |
|
|
2023
Q2 | $9.28M | Buy |
383,463
+10,773
| +3% | +$261K | 4.78% | 6 |
|
|
2023
Q1 | $9.09M | Buy |
372,690
+4,413
| +1% | +$108K | 4.88% | 5 |
|
|
2022
Q4 | $9.27M | Buy |
368,277
+23,634
| +7% | +$595K | 6.15% | 3 |
|
|
2022
Q3 | $7.63M | Buy |
344,643
+129,840
| +60% | +$2.88M | 5.72% | 4 |
|
|
2022
Q2 | $5.13M | Buy |
+214,803
| New | +$5.13M | 4% | 10 |
|