Ken Fisher’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 | $1.88M | Buy |
71,084
+5,889
| +9% | +$156K | ﹤0.01% | 585 |
|
|
2025
Q1 | $1.82M | Buy |
65,195
+23,058
| +55% | +$645K | ﹤0.01% | 589 |
|
|
2024
Q4 | $1.15M | Buy |
42,137
+1,532
| +4% | +$41.9K | ﹤0.01% | 643 |
|
|
2024
Q3 | $1.14M | Sell |
40,605
-14,412
| -26% | -$406K | ﹤0.01% | 647 |
|
|
2024
Q2 | $1.43M | Buy |
55,017
+7,194
| +15% | +$186K | ﹤0.01% | 631 |
|
|
2024
Q1 | $1.29M | Buy |
47,823
+9,240
| +24% | +$248K | ﹤0.01% | 653 |
|
|
2023
Q4 | $979K | Sell |
38,583
-14,760
| -28% | -$375K | ﹤0.01% | 696 |
|
|
2023
Q3 | $1.26M | Buy |
53,343
+16,275
| +44% | +$384K | ﹤0.01% | 703 |
|
|
2023
Q2 | $897K | Sell |
37,068
-7,266
| -16% | -$176K | ﹤0.01% | 798 |
|
|
2023
Q1 | $1.08M | Buy |
44,334
+3,000
| +7% | +$73.2K | ﹤0.01% | 768 |
|
|
2022
Q4 | $1.04M | Buy |
41,334
+5,796
| +16% | +$146K | ﹤0.01% | 761 |
|
|
2022
Q3 | $787K | Buy |
35,538
+5,721
| +19% | +$127K | ﹤0.01% | 708 |
|
|
2022
Q2 | $712K | Sell |
29,817
-4,290
| -13% | -$102K | ﹤0.01% | 666 |
|
|
2022
Q1 | $897K | Buy |
34,107
+2,475
| +8% | +$65.1K | ﹤0.01% | 640 |
|
|
2021
Q4 | $852K | Sell |
31,632
-3,711
| -10% | -$100K | ﹤0.01% | 668 |
|
|
2021
Q3 | $875K | Buy |
35,343
+3,201
| +10% | +$79.2K | ﹤0.01% | 641 |
|
|
2021
Q2 | $810K | Sell |
32,142
-11,373
| -26% | -$287K | ﹤0.01% | 648 |
|
|
2021
Q1 | $1.06M | Buy |
43,515
+12,213
| +39% | +$297K | ﹤0.01% | 604 |
|
|
2020
Q4 | $669K | Sell |
31,302
-4,044
| -11% | -$86.4K | ﹤0.01% | 660 |
|
|
2020
Q3 | $652K | Sell |
35,346
-27,165
| -43% | -$501K | ﹤0.01% | 611 |
|
|
2020
Q2 | $1.08M | Buy |
+62,511
| New | +$1.08M | ﹤0.01% | 555 |
|
|
2020
Q1 | – | Sell |
-57,162
| Closed | -$1.1M | – | 838 |
|
|
2019
Q4 | $1.1M | Buy |
+57,162
| New | +$1.1M | ﹤0.01% | 575 |
|
|
2019
Q2 | – | Sell |
-14,166
| Closed | -$247K | – | 863 |
|
|
2019
Q1 | $247K | Buy |
+14,166
| New | +$247K | ﹤0.01% | 730 |
|