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 |
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|
2025
Q2 | $421 | Buy |
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|
2025
Q1 | $419 | Hold |
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|
2024
Q4 | $410 | Hold |
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|
2024
Q3 | $423 | Sell |
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|
2024
Q2 | $12.7K | Buy |
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|
2024
Q1 | $403 | Hold |
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|
2023
Q4 | $381 | Sell |
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|
2023
Q3 | $778 | Sell |
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|
2023
Q2 | $38.1K | Buy |
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|
2023
Q1 | $805 | Hold |
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|
2022
Q4 | $831 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Buy |
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