Noble Family 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 | $34.2M | Buy |
1,288,865
+18,886
| +1% | +$500K | 8.35% | 3 |
|
|
2025
Q1 | $35.5M | Buy |
1,269,979
+67,741
| +6% | +$1.89M | 9.78% | 2 |
|
|
2024
Q4 | $32.7M | Buy |
1,202,238
+58,674
| +5% | +$1.6M | 9.02% | 3 |
|
|
2024
Q3 | $32.2M | Buy |
1,143,564
+61,503
| +6% | +$1.73M | 8.66% | 3 |
|
|
2024
Q2 | $28M | Buy |
1,082,061
+39,063
| +4% | +$1.01M | 8.07% | 3 |
|
|
2024
Q1 | $28M | Buy |
1,042,998
+27,966
| +3% | +$752K | 7.98% | 3 |
|
|
2023
Q4 | $25.8M | Buy |
1,015,032
+22,377
| +2% | +$568K | 7.8% | 3 |
|
|
2023
Q3 | $23.4M | Buy |
992,655
+54,384
| +6% | +$1.28M | 7.9% | 3 |
|
|
2023
Q2 | $22.7M | Buy |
938,271
+12,978
| +1% | +$314K | 7.39% | 4 |
|
|
2023
Q1 | $22.6M | Buy |
+925,293
| New | +$22.6M | 7.7% | 3 |
|