Palouse Capital 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 | $97K | Sell |
3,659
-2
| -0.1% | -$53 | 0.06% | 89 |
|
|
2025
Q1 | $102K | Hold |
3,661
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $100K | Sell |
3,661
-902
| -20% | -$24.6K | 0.07% | 98 |
|
|
2024
Q3 | $129K | Sell |
4,563
-36
| -0.8% | -$1.01K | 0.08% | 88 |
|
|
2024
Q2 | $119K | Buy |
4,599
+123
| +3% | +$3.19K | 0.08% | 87 |
|
|
2024
Q1 | $120K | Buy |
+4,476
| New | +$120K | 0.08% | 89 |
|
|
2022
Q4 | – | Sell |
-11,229
| Closed | -$249K | – | 86 |
|
|
2022
Q3 | $249K | Buy |
11,229
+1,401
| +14% | +$31.1K | 0.14% | 71 |
|
|
2022
Q2 | $235K | Sell |
9,828
-918
| -9% | -$22K | 0.12% | 71 |
|
|
2022
Q1 | $283K | Sell |
10,746
-498
| -4% | -$13.1K | 0.12% | 75 |
|
|
2021
Q4 | $303K | Buy |
11,244
+24
| +0.2% | +$647 | 0.13% | 82 |
|
|
2021
Q3 | $278K | Buy |
11,220
+234
| +2% | +$5.8K | 0.12% | 77 |
|
|
2021
Q2 | $277K | Buy |
10,986
+1,881
| +21% | +$47.4K | 0.12% | 74 |
|
|
2021
Q1 | $221K | Buy |
+9,105
| New | +$221K | 0.1% | 86 |
|