KFG 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 | $1.31M | Buy |
49,255
+9,819
| +25% | +$260K | 0.21% | 61 |
|
|
2025
Q1 | $1.1M | Buy |
39,436
+11,888
| +43% | +$332K | 0.2% | 64 |
|
|
2024
Q4 | $753K | Buy |
27,548
+6,581
| +31% | +$180K | 0.14% | 80 |
|
|
2024
Q3 | $591K | Buy |
20,967
+1,854
| +10% | +$52.2K | 0.13% | 97 |
|
|
2024
Q2 | $495K | Buy |
19,113
+6,876
| +56% | +$178K | 0.2% | 91 |
|
|
2024
Q1 | $329K | Buy |
+12,237
| New | +$329K | 0.14% | 112 |
|