Olistico 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 | $2.09M | Buy |
78,996
+58,882
| +293% | +$1.56M | 1.16% | 17 |
|
|
2025
Q1 | $562K | Buy |
20,114
+18,996
| +1,699% | +$531K | 0.35% | 53 |
|
|
2024
Q4 | $30.6K | Buy |
1,118
+8
| +0.7% | +$219 | 0.02% | 188 |
|
|
2024
Q3 | $31.3K | Buy |
1,110
+12
| +1% | +$339 | 0.02% | 188 |
|
|
2024
Q2 | $28.5K | Buy |
+1,098
| New | +$28.5K | 0.02% | 193 |
|