Main Street Group’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 | $299K | Buy |
11,291
+1,889
| +20% | +$50.1K | 0.1% | 83 |
|
|
2025
Q1 | $263K | Buy |
9,402
+50
| +0.5% | +$1.4K | 0.1% | 83 |
|
|
2024
Q4 | $255K | Sell |
9,352
-269
| -3% | -$7.35K | 0.09% | 83 |
|
|
2024
Q3 | $271K | Buy |
9,621
+81
| +0.8% | +$2.28K | 0.11% | 86 |
|
|
2024
Q2 | $246K | Buy |
9,540
+21
| +0.2% | +$542 | 0.1% | 89 |
|
|
2024
Q1 | $255K | Buy |
9,519
+1,974
| +26% | +$52.8K | 0.11% | 92 |
|
|
2023
Q4 | $192K | Buy |
+7,545
| New | +$192K | 0.07% | 142 |
|