Petra Financial Advisors’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 | $2.08M | Sell |
78,516
-2,005
| -2% | -$53.1K | 1.32% | 14 |
|
|
2025
Q1 | $2.25M | Buy |
80,521
+764
| +1% | +$21.4K | 1.85% | 11 |
|
|
2024
Q4 | $2.18M | Buy |
79,757
+4,562
| +6% | +$125K | 1.48% | 17 |
|
|
2024
Q3 | $2.12M | Buy |
75,195
+6,288
| +9% | +$177K | 1.4% | 16 |
|
|
2024
Q2 | $1.79M | Buy |
68,907
+3,675
| +6% | +$95.3K | 1.28% | 18 |
|
|
2024
Q1 | $1.75M | Buy |
65,232
+24
| +0% | +$645 | 1.29% | 20 |
|
|
2023
Q4 | $1.65M | Sell |
65,208
-3,045
| -4% | -$77.3K | 1.38% | 19 |
|
|
2023
Q3 | $1.61M | Buy |
68,253
+510
| +0.8% | +$12K | 1.34% | 20 |
|
|
2023
Q2 | $1.64M | Buy |
+67,743
| New | +$1.64M | 1.46% | 19 |
|
|
2023
Q1 | – | Sell |
-62,448
| Closed | -$1.57M | – | 95 |
|
|
2022
Q4 | $1.57M | Buy |
+62,448
| New | +$1.57M | 1.73% | 19 |
|