Meridian Financial’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 | $9.65M | Buy |
364,231
+1,856
| +0.5% | +$49.2K | 6.25% | 2 |
|
|
2025
Q1 | $10.1M | Buy |
362,375
+3,848
| +1% | +$108K | 7.11% | 1 |
|
|
2024
Q4 | $9.79M | Sell |
358,527
-5,094
| -1% | -$139K | 6.76% | 1 |
|
|
2024
Q3 | $10.2M | Buy |
363,621
+4,467
| +1% | +$126K | 6.84% | 1 |
|
|
2024
Q2 | $9.31M | Buy |
359,154
+10,050
| +3% | +$260K | 6.74% | 2 |
|
|
2024
Q1 | $9.38M | Buy |
349,104
+8,925
| +3% | +$240K | 7% | 1 |
|
|
2023
Q4 | $8.63M | Buy |
340,179
+10,347
| +3% | +$263K | 6.79% | 2 |
|
|
2023
Q3 | $7.78M | Buy |
329,832
+10,983
| +3% | +$259K | 7.25% | 2 |
|
|
2023
Q2 | $7.72M | Buy |
318,849
+12,342
| +4% | +$299K | 6.96% | 2 |
|
|
2023
Q1 | $7.47M | Buy |
306,507
+23,817
| +8% | +$581K | 7.26% | 2 |
|
|
2022
Q4 | $7.12M | Buy |
282,690
+4,515
| +2% | +$114K | 7.5% | 2 |
|
|
2022
Q3 | $6.16M | Buy |
278,175
+19,197
| +7% | +$425K | 7.16% | 2 |
|
|
2022
Q2 | $6.18M | Buy |
258,978
+8,373
| +3% | +$200K | 6.96% | 2 |
|
|
2022
Q1 | $6.59M | Buy |
250,605
+11,292
| +5% | +$297K | 6.84% | 3 |
|
|
2021
Q4 | $6.45M | Buy |
+239,313
| New | +$6.45M | 6.02% | 5 |
|