Nabity-Jensen Investment 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 | $3.31M | Sell |
124,812
-7,699
| -6% | -$204K | 2.44% | 13 |
|
|
2025
Q1 | $3.71M | Sell |
132,511
-12,998
| -9% | -$363K | 2.94% | 9 |
|
|
2024
Q4 | $3.98M | Buy |
145,509
+150
| +0.1% | +$4.1K | 3% | 11 |
|
|
2024
Q3 | $4.1M | Sell |
145,359
-19,518
| -12% | -$550K | 3.14% | 9 |
|
|
2024
Q2 | $4.27M | Buy |
164,877
+267
| +0.2% | +$6.92K | 3.5% | 8 |
|
|
2024
Q1 | $4.42M | Buy |
164,610
+702
| +0.4% | +$18.9K | 3.64% | 7 |
|
|
2023
Q4 | $4.16M | Buy |
+163,908
| New | +$4.16M | 3.74% | 7 |
|