Keystone Wealth Services’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 | $481K | Buy |
18,158
+3,305
| +22% | +$87.6K | 0.12% | 176 |
|
|
2025
Q1 | $415K | Buy |
14,853
+133
| +0.9% | +$3.72K | 0.11% | 170 |
|
|
2024
Q4 | $402K | Buy |
14,720
+1,277
| +9% | +$34.9K | 0.11% | 171 |
|
|
2024
Q3 | $379K | Buy |
13,443
+1,431
| +12% | +$40.3K | 0.1% | 174 |
|
|
2024
Q2 | $311K | Buy |
+12,012
| New | +$311K | 0.1% | 173 |
|
|
2023
Q1 | – | Sell |
-8,247
| Closed | -$208K | – | 198 |
|
|
2022
Q4 | $208K | Buy |
+8,247
| New | +$208K | 0.09% | 178 |
|
|
2022
Q2 | – | Sell |
-7,836
| Closed | -$206K | – | 183 |
|
|
2022
Q1 | $206K | Buy |
+7,836
| New | +$206K | 0.08% | 169 |
|