Outfitter Financial’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 | $1.5M | Buy |
56,475
+750
| +1% | +$19.9K | 1.28% | 28 |
|
|
2025
Q1 | $1.56M | Buy |
55,725
+250
| +0.5% | +$6.99K | 1.4% | 26 |
|
|
2024
Q4 | $1.52M | Buy |
55,475
+1,565
| +3% | +$42.8K | 1.21% | 30 |
|
|
2024
Q3 | $1.52M | Sell |
53,910
-1,485
| -3% | -$41.8K | 1.25% | 29 |
|
|
2024
Q2 | $1.44M | Buy |
55,395
+3,345
| +6% | +$86.7K | 1.2% | 31 |
|
|
2024
Q1 | $1.4M | Sell |
52,050
-1,170
| -2% | -$31.4K | 1.15% | 35 |
|
|
2023
Q4 | $1.35M | Sell |
53,220
-2,550
| -5% | -$64.7K | 1.18% | 36 |
|
|
2023
Q3 | $1.32M | Buy |
55,770
+1,065
| +2% | +$25.1K | 1.24% | 35 |
|
|
2023
Q2 | $1.32M | Buy |
54,705
+2,220
| +4% | +$53.7K | 1.19% | 38 |
|
|
2023
Q1 | $1.28M | Sell |
52,485
-90
| -0.2% | -$2.2K | 1.15% | 41 |
|
|
2022
Q4 | $1.32M | Hold |
52,575
| – | – | 1.2% | 35 |
|
|
2022
Q3 | $1.16M | Buy |
52,575
+1,425
| +3% | +$31.5K | 1.14% | 34 |
|
|
2022
Q2 | $1.22M | Buy |
51,150
+1,125
| +2% | +$26.9K | 1.11% | 37 |
|
|
2022
Q1 | $1.32M | Buy |
50,025
+6,780
| +16% | +$178K | 1.01% | 43 |
|
|
2021
Q4 | $1.17M | Buy |
43,245
+1,530
| +4% | +$41.2K | 0.85% | 47 |
|
|
2021
Q3 | $1.03M | Sell |
41,715
-1,125
| -3% | -$27.8K | 0.81% | 51 |
|
|
2021
Q2 | $1.08M | Hold |
42,840
| – | – | 0.83% | 48 |
|
|
2021
Q1 | $1.04M | Buy |
42,840
+27,000
| +170% | +$656K | 0.86% | 49 |
|
|
2020
Q4 | $339K | Buy |
+15,840
| New | +$339K | 0.33% | 84 |
|