Owen LaRue’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 | $300K | Buy |
11,303
+110
| +1% | +$2.92K | 0.13% | 88 |
|
|
2025
Q1 | $313K | Sell |
11,193
-594
| -5% | -$16.6K | 0.16% | 74 |
|
|
2024
Q4 | $322K | Buy |
11,787
+66
| +0.6% | +$1.8K | 0.17% | 74 |
|
|
2024
Q3 | $330K | Sell |
11,721
-4,113
| -26% | -$116K | 0.18% | 76 |
|
|
2024
Q2 | $410K | Sell |
15,834
-813
| -5% | -$21.1K | 0.25% | 60 |
|
|
2024
Q1 | $447K | Sell |
16,647
-3,471
| -17% | -$93.3K | 0.28% | 52 |
|
|
2023
Q4 | $511K | Sell |
20,118
-13,410
| -40% | -$340K | 0.49% | 44 |
|
|
2023
Q3 | $791K | Sell |
33,528
-741
| -2% | -$17.5K | 0.87% | 28 |
|
|
2023
Q2 | $834K | Sell |
34,269
-6,171
| -15% | -$150K | 0.88% | 29 |
|
|
2023
Q1 | $1.03M | Hold |
40,440
| – | – | 1.11% | 25 |
|
|
2022
Q4 | $1.03M | Buy |
+40,440
| New | +$1.03M | 1.11% | 25 |
|