My Personal CFO LLC’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 | $1.59M | Buy |
60,158
+13,601
| +29% | +$360K | 0.72% | 35 |
|
|
2025
Q1 | $1.3M | Buy |
46,557
+3,666
| +9% | +$103K | 0.66% | 35 |
|
|
2024
Q4 | $1.17M | Buy |
42,891
+14,943
| +53% | +$408K | 0.6% | 36 |
|
|
2024
Q3 | $788K | Buy |
27,948
+321
| +1% | +$9.05K | 0.43% | 46 |
|
|
2024
Q2 | $716K | Buy |
27,627
+45
| +0.2% | +$1.17K | 0.38% | 49 |
|
|
2024
Q1 | $741K | Buy |
27,582
+645
| +2% | +$17.3K | 0.43% | 47 |
|
|
2023
Q4 | $684K | Buy |
+26,937
| New | +$684K | 0.45% | 50 |
|
|
2023
Q1 | – | Sell |
-7,854
| Closed | -$198K | – | 678 |
|
|
2022
Q4 | $198K | Buy |
+7,854
| New | +$198K | 0.18% | 69 |
|
|
2022
Q2 | – | Sell |
-7,854
| Closed | -$207K | – | 59 |
|
|
2022
Q1 | $207K | Hold |
7,854
| – | – | 0.21% | 56 |
|
|
2021
Q4 | $212K | Buy |
+7,854
| New | +$212K | 0.18% | 59 |
|