May Barnhard Investments’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 | $745K | Sell |
28,120
-204
| -0.7% | -$5.41K | 0.35% | 50 |
|
|
2025
Q1 | $792K | Buy |
28,324
+447
| +2% | +$12.5K | 0.4% | 47 |
|
|
2024
Q4 | $762K | Buy |
27,877
+6,691
| +32% | +$183K | 0.36% | 51 |
|
|
2024
Q3 | $597K | Buy |
21,186
+12,099
| +133% | +$341K | 0.29% | 53 |
|
|
2024
Q2 | $236K | Sell |
9,087
-1,752
| -16% | -$45.4K | 0.12% | 77 |
|
|
2024
Q1 | $291K | Buy |
10,839
+81
| +0.8% | +$2.18K | 0.15% | 67 |
|
|
2023
Q4 | $273K | Buy |
+10,758
| New | +$273K | 0.14% | 67 |
|