Moran Wealth Management’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 | $4.35M | Buy |
164,167
+14,435
| +10% | +$383K | 0.13% | 199 |
|
|
2025
Q1 | $4.19M | Sell |
149,732
-1,189
| -0.8% | -$33.2K | 0.14% | 200 |
|
|
2024
Q4 | $4.12M | Buy |
150,921
+44,814
| +42% | +$1.22M | 0.13% | 190 |
|
|
2024
Q3 | $2.99M | Sell |
106,107
-3,414
| -3% | -$96.2K | 0.09% | 226 |
|
|
2024
Q2 | $2.84M | Sell |
109,521
-4,188
| -4% | -$109K | 0.09% | 226 |
|
|
2024
Q1 | $3.06M | Sell |
113,709
-60,690
| -35% | -$1.63M | 0.1% | 218 |
|
|
2023
Q4 | $4.43M | Sell |
174,399
-20,634
| -11% | -$524K | 0.16% | 180 |
|
|
2023
Q3 | $4.6M | Buy |
195,033
+3,774
| +2% | +$89K | 0.18% | 158 |
|
|
2023
Q2 | $4.63M | Buy |
+191,259
| New | +$4.63M | 0.17% | 161 |
|