Paladin Advisory 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 | $3.87M | Buy |
146,084
+3,100
| +2% | +$82.2K | 2.96% | 8 |
|
|
2025
Q1 | $4M | Sell |
142,984
-807
| -0.6% | -$22.6K | 3.2% | 6 |
|
|
2024
Q4 | $3.93M | Buy |
143,791
+5,215
| +4% | +$142K | 3.01% | 7 |
|
|
2024
Q3 | $3.9M | Sell |
138,576
-13,305
| -9% | -$375K | 2.88% | 7 |
|
|
2024
Q2 | $3.92M | Buy |
151,881
+267
| +0.2% | +$6.89K | 3.06% | 6 |
|
|
2024
Q1 | $4.05M | Sell |
151,614
-7,452
| -5% | -$199K | 3.2% | 5 |
|
|
2023
Q4 | $4.04M | Sell |
159,066
-29,493
| -16% | -$748K | 3.33% | 5 |
|
|
2023
Q3 | $4.45M | Sell |
188,559
-4,227
| -2% | -$99.7K | 3.75% | 4 |
|
|
2023
Q2 | $4.67M | Buy |
192,786
+1,749
| +0.9% | +$42.3K | 3.74% | 3 |
|
|
2023
Q1 | $4.66M | Buy |
+191,037
| New | +$4.66M | 3.87% | 3 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 188 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 193 |
|
|
2022
Q2 | – | Sell |
-167,367
| Closed | -$4.42M | – | 193 |
|
|
2022
Q1 | $4.42M | Buy |
+167,367
| New | +$4.42M | 3.6% | 3 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 188 |
|