Physician Wealth 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 | $2.62M | Sell |
98,986
-2,956
| -3% | -$78.3K | 0.41% | 43 |
|
|
2025
Q1 | $2.85M | Buy |
101,942
+126
| +0.1% | +$3.52K | 0.49% | 40 |
|
|
2024
Q4 | $2.78M | Sell |
101,816
-203,515
| -67% | -$5.56M | 0.47% | 38 |
|
|
2024
Q3 | $2.91M | Buy |
305,331
+192,750
| +171% | +$1.84M | 0.52% | 35 |
|
|
2024
Q2 | $3.05M | Sell |
112,581
-1,542
| -1% | -$41.8K | 0.56% | 34 |
|
|
2024
Q1 | $2.89M | Sell |
114,123
-414
| -0.4% | -$10.5K | 0.61% | 34 |
|
|
2023
Q4 | $2.94M | Sell |
114,537
-2,508
| -2% | -$64.3K | 0.66% | 30 |
|
|
2023
Q3 | $2.75M | Buy |
117,045
+810
| +0.7% | +$19K | 0.71% | 29 |
|
|
2023
Q2 | $2.83M | Buy |
116,235
+16,293
| +16% | +$397K | 0.7% | 28 |
|
|
2023
Q1 | $2.46M | Sell |
99,942
-2,529
| -2% | -$62.2K | 0.64% | 29 |
|
|
2022
Q4 | $2.61M | Buy |
102,471
+9,288
| +10% | +$237K | 0.71% | 29 |
|
|
2022
Q3 | $2.17M | Buy |
93,183
+8,487
| +10% | +$198K | 0.67% | 29 |
|
|
2022
Q2 | $2.1M | Buy |
84,696
+1,683
| +2% | +$41.8K | 0.61% | 30 |
|
|
2022
Q1 | $2.18M | Buy |
83,013
+6,222
| +8% | +$163K | 0.58% | 34 |
|
|
2021
Q4 | $2.09M | Buy |
76,791
+2,427
| +3% | +$66.1K | 0.55% | 37 |
|
|
2021
Q3 | $1.91M | Buy |
74,364
+8,175
| +12% | +$210K | 0.52% | 38 |
|
|
2021
Q2 | $1.66M | Buy |
66,189
+20,685
| +45% | +$519K | 0.48% | 41 |
|
|
2021
Q1 | $1.13M | Buy |
45,504
+7,491
| +20% | +$185K | 0.37% | 45 |
|
|
2020
Q4 | $852K | Buy |
+38,013
| New | +$852K | 0.29% | 50 |
|
|
2020
Q1 | – | Sell |
-24,393
| Closed | -$475K | – | 118 |
|
|
2019
Q4 | $475K | Hold |
24,393
| – | – | 0.21% | 62 |
|
|
2019
Q3 | $463K | Buy |
+24,393
| New | +$463K | 0.23% | 61 |
|