Pacific Center for Financial Services’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 | $258K | Buy |
9,738
+95
| +1% | +$2.52K | 0.07% | 83 |
|
|
2025
Q1 | $270K | Buy |
9,643
+85
| +0.9% | +$2.38K | 0.07% | 75 |
|
|
2024
Q4 | $261K | Buy |
9,558
+90
| +1% | +$2.46K | 0.07% | 73 |
|
|
2024
Q3 | $267K | Buy |
9,468
+180
| +2% | +$5.07K | 0.07% | 69 |
|
|
2024
Q2 | $241K | Hold |
9,288
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $250K | Buy |
9,288
+72
| +0.8% | +$1.94K | 0.07% | 70 |
|
|
2023
Q4 | $234K | Buy |
9,216
+93
| +1% | +$2.36K | 0.07% | 72 |
|
|
2023
Q3 | $215K | Buy |
9,123
+84
| +0.9% | +$1.98K | 0.07% | 73 |
|
|
2023
Q2 | $219K | Buy |
9,039
+81
| +0.9% | +$1.96K | 0.07% | 75 |
|
|
2023
Q1 | $218K | Buy |
+8,958
| New | +$218K | 0.08% | 73 |
|
|
2022
Q3 | $195K | Buy |
8,802
+81
| +0.9% | +$1.79K | 0.08% | 76 |
|
|
2022
Q2 | $208K | Buy |
8,721
+84
| +1% | +$2K | 0.09% | 76 |
|
|
2022
Q1 | $227K | Buy |
8,637
+54
| +0.6% | +$1.42K | 0.08% | 70 |
|
|
2021
Q4 | $231K | Buy |
8,583
+69
| +0.8% | +$1.86K | 0.09% | 69 |
|
|
2021
Q3 | $211K | Buy |
8,514
+66
| +0.8% | +$1.64K | 0.09% | 69 |
|
|
2021
Q2 | $213K | Buy |
8,448
+60
| +0.7% | +$1.51K | 0.09% | 66 |
|
|
2021
Q1 | $204K | Buy |
8,388
+57
| +0.7% | +$1.39K | 0.1% | 65 |
|
|
2020
Q4 | $178K | Buy |
+8,331
| New | +$178K | 0.07% | 68 |
|