Liberty One Investment 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 | $2.05M | Buy |
77,173
+1,494
| +2% | +$39.6K | 0.21% | 76 |
|
|
2025
Q1 | $2.12M | Sell |
75,679
-1,062
| -1% | -$29.7K | 0.21% | 75 |
|
|
2024
Q4 | $2.1M | Sell |
76,741
-4,418
| -5% | -$121K | 0.23% | 76 |
|
|
2024
Q3 | $2.29M | Sell |
81,159
-3,696
| -4% | -$104K | 0.23% | 76 |
|
|
2024
Q2 | $2.2M | Sell |
84,855
-5,793
| -6% | -$150K | 0.25% | 76 |
|
|
2024
Q1 | $2.44M | Sell |
90,648
-8,880
| -9% | -$239K | 0.28% | 72 |
|
|
2023
Q4 | $2.53M | Buy |
+99,528
| New | +$2.53M | 0.31% | 64 |
|