Perissos Private Wealth 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 | $688K | Buy |
25,945
+608
| +2% | +$16.1K | 0.54% | 44 |
|
|
2025
Q1 | $708K | Buy |
25,337
+507
| +2% | +$14.2K | 0.65% | 40 |
|
|
2024
Q4 | $678K | Buy |
24,830
+713
| +3% | +$19.5K | 0.51% | 50 |
|
|
2024
Q3 | $680K | Buy |
24,117
+924
| +4% | +$26K | 0.55% | 49 |
|
|
2024
Q2 | $601K | Sell |
23,193
-7,419
| -24% | -$192K | 0.54% | 47 |
|
|
2024
Q1 | $823K | Buy |
+30,612
| New | +$823K | 0.75% | 40 |
|