Laraway Financial Advisors’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 | $235K | Buy |
8,864
+11
| +0.1% | +$291 | 0.18% | 111 |
|
|
2025
Q1 | $248K | Buy |
8,853
+9
| +0.1% | +$252 | 0.2% | 107 |
|
|
2024
Q4 | $242K | Buy |
8,844
+9
| +0.1% | +$246 | 0.19% | 106 |
|
|
2024
Q3 | $249K | Buy |
+8,835
| New | +$249K | 0.2% | 104 |
|
|
2024
Q1 | – | Sell |
-9,288
| Closed | -$236K | – | 112 |
|
|
2023
Q4 | $236K | Buy |
9,288
+309
| +3% | +$7.84K | 0.22% | 98 |
|
|
2023
Q3 | $212K | Buy |
+8,979
| New | +$212K | 0.22% | 97 |
|
|
2022
Q3 | – | Sell |
-8,790
| Closed | -$210K | – | 105 |
|
|
2022
Q2 | $210K | Buy |
8,790
+900
| +11% | +$21.5K | 0.22% | 102 |
|
|
2022
Q1 | $207K | Buy |
7,890
+450
| +6% | +$11.8K | 0.19% | 105 |
|
|
2021
Q4 | $200K | Buy |
+7,440
| New | +$200K | 0.18% | 102 |
|