Phillips Financial 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 | $31.1K | Buy |
1,171
+359
| +44% | +$9.52K | ﹤0.01% | 235 |
|
|
2025
Q1 | $22.7K | Hold |
812
| – | – | ﹤0.01% | 234 |
|
|
2024
Q4 | $22.2K | Sell |
812
-1,171
| -59% | -$32K | ﹤0.01% | 228 |
|
|
2024
Q3 | $55.8K | Buy |
1,983
+1,173
| +145% | +$33K | ﹤0.01% | 215 |
|
|
2024
Q2 | $21K | Hold |
810
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $21.8K | Hold |
810
| – | – | ﹤0.01% | 228 |
|
|
2023
Q4 | $20.6K | Hold |
810
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $19.1K | Hold |
810
| – | – | ﹤0.01% | 211 |
|
|
2023
Q2 | $19.6K | Hold |
810
| – | – | ﹤0.01% | 206 |
|
|
2023
Q1 | $19.8K | Buy |
810
+195
| +32% | +$4.76K | ﹤0.01% | 212 |
|
|
2022
Q4 | $15.5K | Hold |
615
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $14K | Buy |
+615
| New | +$14K | ﹤0.01% | 198 |
|