Miramar Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.12M Hold
2025
Q2
$2.06M Buy
2025
Q1
$1.95M Sell
2024
Q4
$1.92M Buy
2024
Q3
$777K Sell
2024
Q2
$724K Sell
2024
Q1
$848K Buy
2023
Q4
$814K Sell
2023
Q3
$811K Sell
2023
Q2
$938K Sell
2023
Q1
$1.22M Buy
2022
Q4
$1.21M Buy
2022
Q3
$1.09M Buy
2022
Q2
$946K Sell
2022
Q1
$1.16M Buy
2021
Q1
Sell
2020
Q4
$224K Buy