Kure Advisory’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 | $7.04M | Buy |
265,518
+32,601
| +14% | +$864K | 4.66% | 8 |
|
|
2025
Q1 | $6.51M | Buy |
+232,917
| New | +$6.51M | 4.92% | 6 |
|
|
2024
Q3 | $6.45M | Buy |
228,987
+8,529
| +4% | +$240K | 5.78% | 5 |
|
|
2024
Q2 | $5.71M | Buy |
220,458
+8,355
| +4% | +$217K | 4.69% | 7 |
|
|
2024
Q1 | $5.7M | Buy |
212,103
+13,926
| +7% | +$374K | 4.87% | 7 |
|
|
2023
Q4 | $5.03M | Sell |
198,177
-4,317
| -2% | -$110K | 2.61% | 11 |
|
|
2023
Q3 | $4.78M | Buy |
+202,494
| New | +$4.78M | 2.7% | 11 |
|