Murphy Middleton Hinkle & Parker’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 | $1.26M | Hold |
45,037
| – | – | 0.7% | 39 |
|
|
2025
Q1 | $1.26M | Sell |
45,037
-1
| -0% | -$28 | 0.7% | 39 |
|
|
2024
Q4 | $1.23M | Buy |
45,038
+1,478
| +3% | +$40.4K | 0.7% | 40 |
|
|
2024
Q3 | $1.23M | Buy |
43,560
+1,641
| +4% | +$46.2K | 0.66% | 43 |
|
|
2024
Q2 | $1.09M | Hold |
41,919
| – | – | 0.63% | 51 |
|
|
2024
Q1 | $1.13M | Buy |
41,919
+18
| +0% | +$484 | 0.66% | 49 |
|
|
2023
Q4 | $1.06M | Sell |
41,901
-2,796
| -6% | -$71K | 0.66% | 50 |
|
|
2023
Q3 | $1.05M | Buy |
44,697
+21
| +0% | +$495 | 0.68% | 46 |
|
|
2023
Q2 | $1.08M | Buy |
44,676
+24
| +0.1% | +$581 | 0.68% | 47 |
|
|
2023
Q1 | $1.09M | Buy |
44,652
+18
| +0% | +$439 | 0.68% | 47 |
|
|
2022
Q4 | $1.12M | Buy |
44,634
+21
| +0% | +$529 | 0.71% | 46 |
|
|
2022
Q3 | $988K | Buy |
44,613
+24
| +0.1% | +$532 | 0.69% | 47 |
|
|
2022
Q2 | $1.07M | Buy |
44,589
+21
| +0% | +$502 | 0.69% | 48 |
|
|
2022
Q1 | $1.17M | Sell |
44,568
-3,315
| -7% | -$87.2K | 0.63% | 48 |
|
|
2021
Q4 | $1.29M | Buy |
47,883
+753
| +2% | +$20.3K | 0.69% | 46 |
|
|
2021
Q3 | $1.17M | Buy |
47,130
+735
| +2% | +$18.2K | 0.67% | 47 |
|
|
2021
Q2 | $1.17M | Buy |
46,395
+3,495
| +8% | +$88.1K | 0.65% | 51 |
|
|
2021
Q1 | $1.04M | Hold |
42,900
| – | – | 0.61% | 53 |
|
|
2020
Q4 | $917K | Hold |
42,900
| – | – | 0.61% | 54 |
|
|
2020
Q3 | $791K | Hold |
42,900
| – | – | 0.58% | 56 |
|
|
2020
Q2 | $740K | Hold |
42,900
| – | – | 0.55% | 56 |
|
|
2020
Q1 | $643K | Hold |
42,900
| – | – | 0.57% | 56 |
|
|
2019
Q4 | $828K | Buy |
42,900
+2,190
| +5% | +$42.3K | 0.55% | 61 |
|
|
2019
Q3 | $743K | Buy |
40,710
+945
| +2% | +$17.2K | 0.53% | 62 |
|
|
2019
Q2 | $703K | Buy |
39,765
+738
| +2% | +$13K | 0.5% | 65 |
|
|
2019
Q1 | $680K | Sell |
39,027
-381
| -1% | -$6.64K | 0.47% | 66 |
|
|
2018
Q4 | $617K | Sell |
39,408
-432
| -1% | -$6.76K | 0.47% | 65 |
|
|
2018
Q3 | $704K | Buy |
39,840
+11,490
| +41% | +$203K | 0.5% | 65 |
|
|
2018
Q2 | $466K | Sell |
28,350
-2,094
| -7% | -$34.4K | 0.35% | 79 |
|
|
2018
Q1 | $498K | Buy |
30,444
+9
| +0% | +$147 | 0.39% | 73 |
|
|
2017
Q4 | $519K | Buy |
+30,435
| New | +$519K | 0.39% | 71 |
|