Miracle Mile Advisors’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 | $4.61M | Sell |
173,898
-1,294
| -0.7% | -$34.3K | 0.08% | 164 |
|
|
2025
Q1 | $4.9M | Sell |
175,192
-5,124
| -3% | -$143K | 0.1% | 133 |
|
|
2024
Q4 | $4.93M | Sell |
180,316
-66,035
| -27% | -$1.8M | 0.1% | 133 |
|
|
2024
Q3 | $6.94M | Sell |
246,351
-10,731
| -4% | -$302K | 0.16% | 89 |
|
|
2024
Q2 | $6.66M | Sell |
257,082
-18,948
| -7% | -$491K | 0.16% | 88 |
|
|
2024
Q1 | $7.42M | Sell |
276,030
-31,899
| -10% | -$857K | 0.19% | 88 |
|
|
2023
Q4 | $7.81M | Sell |
307,929
-59,088
| -16% | -$1.5M | 0.21% | 81 |
|
|
2023
Q3 | $8.66M | Sell |
367,017
-109,860
| -23% | -$2.59M | 0.27% | 76 |
|
|
2023
Q2 | $11.5M | Sell |
476,877
-149,847
| -24% | -$3.63M | 0.35% | 68 |
|
|
2023
Q1 | $15.3M | Buy |
626,724
+5,199
| +0.8% | +$127K | 0.49% | 53 |
|
|
2022
Q4 | $15.6M | Buy |
621,525
+2,328
| +0.4% | +$58.6K | 0.54% | 47 |
|
|
2022
Q3 | $13.7M | Buy |
619,197
+19,779
| +3% | +$438K | 0.64% | 39 |
|
|
2022
Q2 | $14.3M | Buy |
599,418
+37,200
| +7% | +$888K | 0.67% | 41 |
|
|
2022
Q1 | $14.8M | Sell |
562,218
-63,333
| -10% | -$1.67M | 0.63% | 37 |
|
|
2021
Q4 | $16.9M | Buy |
625,551
+6,627
| +1% | +$179K | 0.66% | 35 |
|
|
2021
Q3 | $15.3M | Buy |
618,924
+18,321
| +3% | +$453K | 0.74% | 33 |
|
|
2021
Q2 | $15.1M | Buy |
600,603
+38,751
| +7% | +$977K | 0.8% | 33 |
|
|
2021
Q1 | $13.7M | Buy |
561,852
+35,169
| +7% | +$855K | 0.78% | 32 |
|
|
2020
Q4 | $11.3M | Buy |
526,683
+65,226
| +14% | +$1.39M | 0.69% | 35 |
|
|
2020
Q3 | $8.51M | Buy |
461,457
+355,539
| +336% | +$6.55M | 0.59% | 39 |
|
|
2020
Q2 | $1.83M | Buy |
105,918
+2,337
| +2% | +$40.3K | 0.15% | 136 |
|
|
2020
Q1 | $1.55M | Sell |
103,581
-3,708
| -3% | -$55.6K | 0.17% | 105 |
|
|
2019
Q4 | $2.07M | Sell |
107,289
-909
| -0.8% | -$17.5K | 0.14% | 111 |
|
|
2019
Q3 | $1.98M | Buy |
108,198
+3,120
| +3% | +$57K | 0.14% | 126 |
|
|
2019
Q2 | $1.86M | Sell |
105,078
-2,751
| -3% | -$48.7K | 0.14% | 124 |
|
|
2019
Q1 | $1.88M | Buy |
+107,829
| New | +$1.88M | 0.15% | 117 |
|