MilWealth 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 | $26.2K | Hold |
990
| – | – | 0.01% | 49 |
|
|
2025
Q1 | $27.7K | Sell |
990
-2,178
| -69% | -$60.9K | 0.01% | 47 |
|
|
2024
Q4 | $86.5K | Buy |
3,168
+2,178
| +220% | +$59.5K | 0.02% | 45 |
|
|
2024
Q3 | $27.9K | Hold |
990
| – | – | 0.01% | 49 |
|
|
2024
Q2 | $25.7K | Hold |
990
| – | – | 0.01% | 47 |
|
|
2024
Q1 | $26.6K | Hold |
990
| – | – | 0.01% | 49 |
|
|
2023
Q4 | $25.1K | Hold |
990
| – | – | 0.01% | 52 |
|
|
2023
Q3 | $23.4K | Hold |
990
| – | – | 0.01% | 51 |
|
|
2023
Q2 | $24K | Hold |
990
| – | – | 0.01% | 45 |
|
|
2023
Q1 | $24.1K | Hold |
990
| – | – | 0.01% | 46 |
|
|
2022
Q4 | $24.9K | Hold |
990
| – | – | 0.01% | 43 |
|
|
2022
Q3 | $21.9K | Hold |
990
| – | – | 0.01% | 44 |
|
|
2022
Q2 | $23.6K | Hold |
990
| – | – | 0.01% | 50 |
|
|
2022
Q1 | $26K | Hold |
990
| – | – | 0.01% | 52 |
|
|
2021
Q4 | $26.7K | Buy |
+990
| New | +$26.7K | 0.01% | 53 |
|