Oxford Financial Group’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 | $56.6K | Hold |
2,136
| – | – | ﹤0.01% | 229 |
|
|
2025
Q1 | $59.7K | Hold |
2,136
| – | – | ﹤0.01% | 231 |
|
|
2024
Q4 | $58.4K | Hold |
2,136
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $60.2K | Buy |
+2,136
| New | +$60.2K | ﹤0.01% | 259 |
|
|
2024
Q1 | – | Sell |
-372
| Closed | -$9.44K | – | 292 |
|
|
2023
Q4 | $9.44K | Buy |
+372
| New | +$9.44K | ﹤0.01% | 287 |
|
|
2023
Q1 | – | Sell |
-159
| Closed | -$3.97K | – | 274 |
|
|
2022
Q4 | $3.97K | Buy |
159
+27
| +20% | +$674 | ﹤0.01% | 253 |
|
|
2022
Q3 | $3K | Buy |
132
+66
| +100% | +$1.5K | ﹤0.01% | 233 |
|
|
2022
Q2 | $2K | Buy |
66
+39
| +144% | +$1.18K | ﹤0.01% | 262 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 261 |
|
|
2021
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $1K | Buy |
27
+3
| +13% | +$111 | ﹤0.01% | 243 |
|
|
2021
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 220 |
|
|
2021
Q1 | $1K | Buy |
24
+3
| +14% | +$125 | ﹤0.01% | 210 |
|
|
2020
Q4 | $0 | Buy |
21
+18
| +600% | – | ﹤0.01% | 213 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 195 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 205 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 196 |
|