Patrick M. Sweeney & Associates’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 | $507K | Buy |
18,535
+2,790
| +18% | +$76.3K | 0.35% | 76 |
|
|
2025
Q1 | $440K | Buy |
15,745
+645
| +4% | +$18K | 0.33% | 79 |
|
|
2024
Q4 | $413K | Buy |
15,100
+475
| +3% | +$13K | 0.31% | 83 |
|
|
2024
Q3 | $412K | Buy |
14,625
+3,327
| +29% | +$93.7K | 0.3% | 83 |
|
|
2024
Q2 | $283K | Buy |
11,298
+2,235
| +25% | +$55.9K | 0.23% | 110 |
|
|
2024
Q1 | $244K | Buy |
9,063
+255
| +3% | +$6.85K | 0.2% | 117 |
|
|
2023
Q4 | $224K | Buy |
+8,808
| New | +$224K | 0.2% | 111 |
|