NewSquare Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-16
| Closed | -$421 | – | 1041 |
|
|
2025
Q2 | $421 | Buy |
16
+1
| +7% | +$26 | ﹤0.01% | 1153 |
|
|
2025
Q1 | $419 | Hold |
15
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q4 | $410 | Hold |
15
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $423 | Sell |
15
-474
| -97% | -$12.9K | ﹤0.01% | 289 |
|
|
2024
Q2 | $12.7K | Buy |
489
+474
| +3,160% | +$12.3K | ﹤0.01% | 215 |
|
|
2024
Q1 | $403 | Hold |
15
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $381 | Sell |
15
-18
| -55% | -$429 | ﹤0.01% | 437 |
|
|
2023
Q3 | $778 | Sell |
33
-1,542
| -98% | -$37.8K | ﹤0.01% | 511 |
|
|
2023
Q2 | $38.1K | Buy |
1,575
+1,542
| +4,673% | +$36.8K | ﹤0.01% | 209 |
|
|
2023
Q1 | $805 | Hold |
33
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $831 | Hold |
33
| – | – | ﹤0.01% | 599 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 410 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 367 |
|
|
2021
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 347 |
|
|
2021
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 318 |
|
|
2020
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 324 |
|
|
2020
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $0 | Hold |
33
| – | – | ﹤0.01% | 429 |
|
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 298 |
|
|
2019
Q3 | $1K | Buy |
+33
| New | +$591 | ﹤0.01% | 271 |
|
Other funds holding SCHD
RIM
SLI
WANY
