MCP
Mirador Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
20,644
+404
| +2% | +$10.7K | 0.09% | 132 |
|
|
2025
Q1 | $566K | Buy |
20,240
+261
| +1% | +$7.3K | 0.1% | 128 |
|
|
2024
Q4 | $546K | Buy |
19,979
+13,435
| +205% | +$367K | 0.1% | 122 |
|
|
2024
Q3 | $553K | Sell |
6,544
-188
| -3% | -$15.9K | 0.1% | 119 |
|
|
2024
Q2 | $523K | Sell |
6,732
-287
| -4% | -$22.3K | 0.1% | 117 |
|
|
2024
Q1 | $566K | Buy |
7,019
+35
| +0.5% | +$2.82K | 0.11% | 121 |
|
|
2023
Q4 | $532K | Buy |
6,984
+2,515
| +56% | +$191K | 0.11% | 112 |
|
|
2023
Q3 | $316K | Sell |
4,469
-2,647
| -37% | -$187K | 0.07% | 143 |
|
|
2023
Q2 | $517K | Sell |
7,116
-5,270
| -43% | -$383K | 0.12% | 120 |
|
|
2023
Q1 | $906K | Sell |
12,386
-342
| -3% | -$25K | 0.21% | 75 |
|
|
2022
Q4 | $961K | Buy |
12,728
+627
| +5% | +$47.4K | 0.23% | 74 |
|
|
2022
Q3 | $804K | Buy |
12,101
+339
| +3% | +$22.5K | 0.19% | 80 |
|
|
2022
Q2 | $843K | Sell |
11,762
-1,394
| -11% | -$99.9K | 0.2% | 83 |
|
|
2022
Q1 | $1.04M | Sell |
13,156
-678
| -5% | -$53.5K | 0.21% | 86 |
|
|
2021
Q4 | $1.12M | Sell |
13,834
-1,747
| -11% | -$141K | 0.24% | 87 |
|
|
2021
Q3 | $1.16M | Sell |
15,581
-317
| -2% | -$23.5K | 0.26% | 87 |
|
|
2021
Q2 | $1.2M | Buy |
15,898
+2,309
| +17% | +$175K | 0.27% | 84 |
|
|
2021
Q1 | $991K | Buy |
13,589
+2,115
| +18% | +$154K | 0.25% | 93 |
|
|
2020
Q4 | $736K | Buy |
11,474
+626
| +6% | +$40.2K | 0.2% | 100 |
|
|
2020
Q3 | $600K | Sell |
10,848
-7,664
| -41% | -$424K | 0.19% | 103 |
|
|
2020
Q2 | $958K | Sell |
18,512
-2,635
| -12% | -$136K | 0.36% | 71 |
|
|
2020
Q1 | $1.05M | Sell |
21,147
-206
| -1% | -$10.2K | 0.44% | 54 |
|
|
2019
Q4 | $1.24M | Sell |
21,353
-1,646
| -7% | -$95.4K | 0.5% | 55 |
|
|
2019
Q3 | $1.26M | Buy |
+22,999
| New | +$1.26M | 0.56% | 59 |
|