MYeCFO’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 | $2.25M | Buy |
84,991
+572
| +0.7% | +$15.2K | 1.1% | 17 |
|
|
2025
Q1 | $2.36M | Buy |
84,419
+4,741
| +6% | +$133K | 1.25% | 17 |
|
|
2024
Q4 | $2.18M | Buy |
79,678
+1,099
| +1% | +$30K | 1.17% | 18 |
|
|
2024
Q3 | $2.21M | Buy |
78,579
+4,281
| +6% | +$121K | 1.2% | 17 |
|
|
2024
Q2 | $1.93M | Buy |
74,298
+3,912
| +6% | +$101K | 1.11% | 20 |
|
|
2024
Q1 | $1.89M | Sell |
70,386
-1,746
| -2% | -$46.9K | 1.11% | 19 |
|
|
2023
Q4 | $1.83M | Buy |
72,132
+744
| +1% | +$18.9K | 1.15% | 17 |
|
|
2023
Q3 | $1.71M | Buy |
71,388
+6,138
| +9% | +$147K | 1.19% | 18 |
|
|
2023
Q2 | $1.58M | Sell |
65,250
-11,814
| -15% | -$286K | 1.15% | 17 |
|
|
2023
Q1 | $1.88M | Buy |
77,064
+18,888
| +32% | +$461K | 1.41% | 16 |
|
|
2022
Q4 | $1.46M | Buy |
+58,176
| New | +$1.46M | 1.2% | 15 |
|