Journey Strategic Wealth’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 | $2.93M | Sell |
110,517
-1,802
| -2% | -$47.8K | 0.1% | 66 |
|
|
2025
Q1 | $3.14M | Buy |
112,319
+5,746
| +5% | +$161K | 0.11% | 57 |
|
|
2024
Q4 | $2.91M | Buy |
106,573
+6,784
| +7% | +$185K | 0.11% | 54 |
|
|
2024
Q3 | $2.81M | Buy |
+99,789
| New | +$2.81M | 0.1% | 52 |
|
|
2022
Q2 | – | Sell |
-11,100
| Closed | -$292K | – | 197 |
|
|
2022
Q1 | $292K | Hold |
11,100
| – | – | 0.03% | 102 |
|
|
2021
Q4 | $299K | Buy |
+11,100
| New | +$299K | 0.03% | 122 |
|