Oxinas Partners Wealth Management’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 | $3.6M | Buy |
135,669
+6,346
| +5% | +$168K | 1.85% | 16 |
|
|
2025
Q1 | $3.62M | Buy |
129,323
+21,589
| +20% | +$604K | 2.14% | 14 |
|
|
2024
Q4 | $2.94M | Buy |
107,734
+15,091
| +16% | +$412K | 1.73% | 17 |
|
|
2024
Q3 | $2.61M | Buy |
92,643
+62,805
| +210% | +$1.77M | 1.6% | 18 |
|
|
2024
Q2 | $773K | Buy |
29,838
+13,587
| +84% | +$352K | 0.51% | 52 |
|
|
2024
Q1 | $437K | Sell |
16,251
-3,249
| -17% | -$87.3K | 0.28% | 73 |
|
|
2023
Q4 | $495K | Buy |
19,500
+1,131
| +6% | +$28.7K | 0.35% | 61 |
|
|
2023
Q3 | $433K | Buy |
18,369
+2,112
| +13% | +$49.8K | 0.32% | 62 |
|
|
2023
Q2 | $394K | Buy |
+16,257
| New | +$394K | 0.26% | 78 |
|