Parkside Financial Bank & Trust’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 | $1.2M | Buy |
45,217
+6,146
| +16% | +$163K | 0.13% | 120 |
|
|
2025
Q1 | $1.09M | Buy |
39,071
+12,915
| +49% | +$361K | 0.14% | 123 |
|
|
2024
Q4 | $715K | Sell |
26,156
-775
| -3% | -$21.2K | 0.09% | 162 |
|
|
2024
Q3 | $759K | Buy |
26,931
+15,699
| +140% | +$442K | 0.11% | 146 |
|
|
2024
Q2 | $291K | Buy |
11,232
+996
| +10% | +$25.8K | 0.05% | 274 |
|
|
2024
Q1 | $275K | Buy |
10,236
+42
| +0.4% | +$1.13K | 0.04% | 290 |
|
|
2023
Q4 | $259K | Buy |
10,194
+10,053
| +7,130% | +$255K | 0.05% | 263 |
|
|
2023
Q3 | $3.31K | Hold |
141
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q2 | $3.4K | Buy |
141
+21
| +18% | +$506 | ﹤0.01% | 1503 |
|
|
2023
Q1 | $2.95K | Buy |
+120
| New | +$2.95K | ﹤0.01% | 1571 |
|