Perritt Capital 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 | $12.8K | Sell |
484
-45
| -9% | -$1.19K | 0.01% | 252 |
|
|
2025
Q1 | $14.8K | Buy |
529
+4
| +0.8% | +$112 | 0.01% | 250 |
|
|
2024
Q4 | $14.3K | Hold |
525
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $14.8K | Hold |
525
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $13.6K | Hold |
525
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $14.1K | Buy |
+525
| New | +$14.1K | 0.01% | 265 |
|