Ogorek Anthony Joseph’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 | $58K | Buy |
2,190
+21
| +1% | +$556 | 0.02% | 151 |
|
|
2025
Q1 | $60K | Sell |
2,169
-1,059
| -33% | -$29.3K | 0.02% | 135 |
|
|
2024
Q4 | $88K | Buy |
3,228
+30
| +0.9% | +$818 | 0.03% | 86 |
|
|
2024
Q3 | $90K | Buy |
+3,198
| New | +$90K | 0.03% | 78 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 314 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 291 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 256 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 280 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 262 |
|