Keeler & Nadler Financial Planning & Wealth 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 | $3.74M | Buy |
141,206
+42,468
| +43% | +$1.13M | 1.5% | 17 |
|
|
2025
Q1 | $2.72M | Buy |
98,738
+2,132
| +2% | +$58.8K | 1.23% | 21 |
|
|
2024
Q4 | $2.64M | Buy |
96,606
+1,005
| +1% | +$27.5K | 1.24% | 18 |
|
|
2024
Q3 | $2.69M | Sell |
95,601
-984
| -1% | -$27.7K | 1.31% | 21 |
|
|
2024
Q2 | $2.5M | Buy |
96,585
+6,540
| +7% | +$170K | 1.37% | 19 |
|
|
2024
Q1 | $2.42M | Sell |
90,045
-3,891
| -4% | -$105K | 1.45% | 18 |
|
|
2023
Q4 | $2.38M | Buy |
+93,936
| New | +$2.38M | 1.72% | 20 |
|
|
2022
Q4 | $2.49M | Buy |
+98,721
| New | +$2.49M | 2.25% | 13 |
|
|
2021
Q4 | $1.33M | Buy |
+49,266
| New | +$1.33M | 1.22% | 21 |
|