NovaPoint Capital’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 | $345K | Hold |
13,026
| – | – | 0.11% | 74 |
|
|
2025
Q1 | $364K | Hold |
13,026
| – | – | 0.11% | 105 |
|
|
2024
Q4 | $356K | Hold |
13,026
| – | – | 0.11% | 107 |
|
|
2024
Q3 | $367K | Buy |
13,026
+1,605
| +14% | +$45.2K | 0.11% | 101 |
|
|
2024
Q2 | $296K | Hold |
11,421
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $307K | Sell |
11,421
-318
| -3% | -$8.55K | 0.11% | 109 |
|
|
2023
Q4 | $298K | Buy |
+11,739
| New | +$298K | 0.11% | 103 |
|
|
2020
Q1 | – | Sell |
-27,393
| Closed | -$529K | – | 104 |
|
|
2019
Q4 | $529K | Buy |
+27,393
| New | +$529K | 0.42% | 62 |
|