Orcam Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Sell |
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|
2025
Q2 | $754K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $719K | Hold |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $694K | Hold |
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|
2022
Q4 | $717K | Hold |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $665K | Hold |
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|
2022
Q1 | $733K | Sell |
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|
2021
Q4 | $960K | Buy |
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