Marcum Wealth’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 | $1.17M | Sell |
41,890
-2,362
| -5% | -$66K | 0.1% | 100 |
|
|
2024
Q4 | $1.21M | Buy |
44,252
+200
| +0.5% | +$5.46K | 0.1% | 93 |
|
|
2024
Q3 | $1.24M | Buy |
44,052
+7,728
| +21% | +$218K | 0.12% | 91 |
|
|
2024
Q2 | $942K | Buy |
36,324
+10,974
| +43% | +$284K | 0.09% | 111 |
|
|
2024
Q1 | $681K | Sell |
25,350
-8,601
| -25% | -$231K | 0.07% | 143 |
|
|
2023
Q4 | $862K | Buy |
33,951
+7,245
| +27% | +$184K | 0.09% | 111 |
|
|
2023
Q3 | $630K | Sell |
26,706
-156
| -0.6% | -$3.68K | 0.08% | 142 |
|
|
2023
Q2 | $650K | Buy |
26,862
+474
| +2% | +$11.5K | 0.08% | 136 |
|
|
2023
Q1 | $644K | Buy |
26,388
+15,726
| +147% | +$384K | 0.08% | 144 |
|
|
2022
Q4 | $269K | Hold |
10,662
| – | – | 0.04% | 260 |
|
|
2022
Q3 | $236K | Buy |
+10,662
| New | +$236K | 0.04% | 273 |
|