New England Capital Financial Advisors’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 | $16.9K | Buy |
638
+38
| +6% | +$1.01K | 0.01% | 198 |
|
|
2025
Q1 | $16.8K | Hold |
600
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $16.4K | Hold |
600
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $16.9K | Hold |
600
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $15.6K | Hold |
600
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $16.1K | Hold |
600
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $15.2K | Hold |
600
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $14.2K | Hold |
600
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $14.5K | Sell |
600
-399
| -40% | -$9.66K | 0.01% | 195 |
|
|
2023
Q1 | $24.4K | Hold |
999
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $25.3K | Buy |
+999
| New | +$25.3K | 0.02% | 163 |
|