Morton Brown Family Wealth’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 | $30.7K | Hold |
1,158
| – | – | 0.01% | 128 |
|
|
2025
Q1 | $32.4K | Buy |
1,158
+6
| +0.5% | +$168 | 0.01% | 127 |
|
|
2024
Q4 | $31.5K | Hold |
1,152
| – | – | 0.01% | 126 |
|
|
2024
Q3 | $32.5K | Buy |
1,152
+477
| +71% | +$13.4K | 0.01% | 117 |
|
|
2024
Q2 | $18.4K | Hold |
675
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $18.1K | Hold |
675
| – | – | 0.01% | 124 |
|
|
2023
Q4 | $17.1K | Buy |
+675
| New | +$17.1K | 0.01% | 149 |
|