Lindbrook Capital’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
Q1 | $67.1K | Hold |
2,400
| – | – | 0.01% | 858 |
|
|
2024
Q4 | $65.6K | Buy |
2,400
+327
| +16% | +$8.93K | 0.01% | 699 |
|
|
2024
Q3 | $58.4K | Hold |
2,073
| – | – | 0.01% | 751 |
|
|
2024
Q2 | $53.7K | Hold |
2,073
| – | – | 0.01% | 763 |
|
|
2024
Q1 | $55.7K | Hold |
2,073
| – | – | 0.01% | 749 |
|
|
2023
Q4 | $52.6K | Sell |
2,073
-480
| -19% | -$12.2K | 0.01% | 734 |
|
|
2023
Q3 | $60.2K | Buy |
2,553
+480
| +23% | +$11.3K | 0.01% | 619 |
|
|
2023
Q2 | $50.2K | Hold |
2,073
| – | – | 0.01% | 723 |
|
|
2023
Q1 | $50.6K | Hold |
2,073
| – | – | 0.01% | 688 |
|
|
2022
Q4 | $52.2K | Sell |
2,073
-708
| -25% | -$17.8K | 0.01% | 679 |
|
|
2022
Q3 | $62K | Buy |
2,781
+708
| +34% | +$15.8K | 0.01% | 574 |
|
|
2022
Q2 | $49K | Hold |
2,073
| – | – | 0.01% | 668 |
|
|
2022
Q1 | $55K | Hold |
2,073
| – | – | 0.01% | 648 |
|
|
2021
Q4 | $56K | Buy |
+2,073
| New | +$56K | 0.01% | 679 |
|
|
2020
Q1 | – | Sell |
-2,910
| Closed | -$56K | – | 1860 |
|
|
2019
Q4 | $56K | Buy |
+2,910
| New | +$56K | 0.02% | 409 |
|