Oldfather Financial Services’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 | $490K | Sell |
18,499
-2,564
| -12% | -$67.9K | 0.17% | 50 |
|
|
2025
Q1 | $589K | Buy |
21,063
+7,583
| +56% | +$212K | 0.22% | 43 |
|
|
2024
Q4 | $368K | Sell |
13,480
-551
| -4% | -$15.1K | 0.14% | 55 |
|
|
2024
Q3 | $395K | Buy |
14,031
+426
| +3% | +$12K | 0.15% | 52 |
|
|
2024
Q2 | $353K | Buy |
13,605
+252
| +2% | +$6.53K | 0.14% | 52 |
|
|
2024
Q1 | $359K | Buy |
+13,353
| New | +$359K | 0.15% | 51 |
|