Lynch & Associates’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 | $4.12M | Buy |
155,613
+5,129
| +3% | +$136K | 0.83% | 40 |
|
|
2025
Q1 | $4.21M | Buy |
150,484
+8,421
| +6% | +$235K | 0.91% | 36 |
|
|
2024
Q4 | $3.88M | Buy |
142,063
+11,017
| +8% | +$301K | 0.84% | 39 |
|
|
2024
Q3 | $3.69M | Buy |
131,046
+18,039
| +16% | +$508K | 0.78% | 41 |
|
|
2024
Q2 | $2.93M | Buy |
113,007
+9,975
| +10% | +$259K | 0.66% | 44 |
|
|
2024
Q1 | $2.77M | Buy |
103,032
+31,779
| +45% | +$854K | 0.64% | 45 |
|
|
2023
Q4 | $1.81M | Buy |
71,253
+33,864
| +91% | +$859K | 0.44% | 56 |
|
|
2023
Q3 | $882K | Buy |
+37,389
| New | +$882K | 0.23% | 69 |
|