NewEdge Wealth’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 | $3.56M | Buy |
133,249
+51,105
| +62% | +$1.37M | 0.06% | 263 |
|
|
2025
Q1 | $2.3M | Buy |
82,144
+643
| +0.8% | +$18K | 0.04% | 328 |
|
|
2024
Q4 | $2.23M | Sell |
81,501
-6,279
| -7% | -$172K | 0.04% | 329 |
|
|
2024
Q3 | $2.47M | Buy |
87,780
+54,075
| +160% | +$1.52M | 0.04% | 313 |
|
|
2024
Q2 | $874K | Sell |
33,705
-1,500
| -4% | -$38.9K | 0.02% | 441 |
|
|
2024
Q1 | $907K | Buy |
35,205
+75
| +0.2% | +$1.93K | 0.02% | 442 |
|
|
2023
Q4 | $891K | Sell |
35,130
-2,280
| -6% | -$57.9K | 0.02% | 420 |
|
|
2023
Q3 | $882K | Sell |
37,410
-8,784
| -19% | -$207K | 0.03% | 374 |
|
|
2023
Q2 | $1.12M | Sell |
46,194
-3,081
| -6% | -$74.6K | 0.04% | 334 |
|
|
2023
Q1 | $1.2M | Buy |
+49,275
| New | +$1.2M | 0.05% | 290 |
|