Madden Securities’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 | $8.2M | Sell |
309,529
-4,140
| -1% | -$110K | 2.75% | 7 |
|
|
2025
Q1 | $8.77M | Sell |
313,669
-3,745
| -1% | -$105K | 3.4% | 5 |
|
|
2024
Q4 | $8.67M | Buy |
317,414
+10,373
| +3% | +$283K | 3.47% | 6 |
|
|
2024
Q3 | $8.65M | Sell |
307,041
-1,770
| -0.6% | -$49.9K | 3.73% | 5 |
|
|
2024
Q2 | $8M | Buy |
308,811
+8,889
| +3% | +$230K | 3.55% | 6 |
|
|
2024
Q1 | $8.06M | Buy |
299,922
+462
| +0.2% | +$12.4K | 3.72% | 5 |
|
|
2023
Q4 | $7.6M | Sell |
299,460
-705
| -0.2% | -$17.9K | 4.02% | 4 |
|
|
2023
Q3 | $7.08M | Sell |
300,165
-5,673
| -2% | -$134K | 4% | 4 |
|
|
2023
Q2 | $7.4M | Buy |
305,838
+26,649
| +10% | +$645K | 3.79% | 5 |
|
|
2023
Q1 | $6.81M | Buy |
279,189
+537
| +0.2% | +$13.1K | 3.6% | 5 |
|
|
2022
Q4 | $7.02M | Buy |
278,652
+165,693
| +147% | +$4.17M | 3.7% | 5 |
|
|
2022
Q3 | $2.5M | Buy |
112,959
+7,269
| +7% | +$161K | 1.51% | 25 |
|
|
2022
Q2 | $2.52M | Buy |
105,690
+5,823
| +6% | +$139K | 1.38% | 28 |
|
|
2022
Q1 | $2.63M | Buy |
99,867
+3,942
| +4% | +$104K | 1.18% | 26 |
|
|
2021
Q4 | $2.59M | Sell |
95,925
-17,463
| -15% | -$471K | 1.21% | 31 |
|
|
2021
Q3 | $2.81M | Buy |
113,388
+4,995
| +5% | +$124K | 1.52% | 25 |
|
|
2021
Q2 | $2.73M | Buy |
108,393
+5,766
| +6% | +$145K | 1.43% | 20 |
|
|
2021
Q1 | $2.5M | Buy |
102,627
+33,693
| +49% | +$819K | 1.46% | 20 |
|
|
2020
Q4 | $1.47M | Buy |
68,934
+18,468
| +37% | +$395K | 0.95% | 35 |
|
|
2020
Q3 | $930K | Buy |
50,466
+11,823
| +31% | +$218K | 0.69% | 42 |
|
|
2020
Q2 | $667K | Buy |
+38,643
| New | +$667K | 0.59% | 49 |
|
|
2019
Q4 | $1.63M | Buy |
+84,495
| New | +$1.63M | 1.64% | 13 |
|