Paradigm Capital Management (Nevada)’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 | $4.24M | Sell |
159,875
-40,003
| -20% | -$1.06M | 4.19% | 5 |
|
|
2025
Q1 | $5.59M | Sell |
199,878
-32,368
| -14% | -$905K | 5.71% | 5 |
|
|
2024
Q4 | $6.35M | Buy |
232,246
+3,241
| +1% | +$88.5K | 5.93% | 4 |
|
|
2024
Q3 | $6.45M | Buy |
+229,005
| New | +$6.45M | 6.19% | 4 |
|
|
2022
Q4 | $4.86M | Buy |
193,092
+2,649
| +1% | +$66.7K | 7.12% | 3 |
|
|
2022
Q3 | $4.22M | Buy |
190,443
+9,015
| +5% | +$200K | 5.62% | 4 |
|
|
2022
Q2 | $4.33M | Sell |
181,428
-11,442
| -6% | -$273K | 5.44% | 4 |
|
|
2022
Q1 | $5.07M | Sell |
192,870
-6,939
| -3% | -$182K | 5.11% | 6 |
|
|
2021
Q4 | $5.38M | Buy |
+199,809
| New | +$5.38M | 5.35% | 5 |
|