Penney Financial’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 | $7.85M | Buy |
296,404
+3,657
| +1% | +$96.9K | 3.99% | 7 |
|
|
2025
Q1 | $8.19M | Buy |
292,747
+14,025
| +5% | +$392K | 5.38% | 5 |
|
|
2024
Q4 | $7.61M | Buy |
278,722
+8,194
| +3% | +$224K | 5.11% | 5 |
|
|
2024
Q3 | $7.62M | Buy |
270,528
+18,465
| +7% | +$520K | 5.2% | 5 |
|
|
2024
Q2 | $6.53M | Buy |
252,063
+15,561
| +7% | +$403K | 4.78% | 5 |
|
|
2024
Q1 | $6.36M | Buy |
236,502
+16,935
| +8% | +$455K | 4.69% | 5 |
|
|
2023
Q4 | $5.57M | Buy |
+219,567
| New | +$5.57M | 4.61% | 6 |
|