Pinion Investment 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 | $481K | Sell |
18,159
-18,339
| -50% | -$486K | 0.17% | 101 |
|
|
2025
Q1 | $1.02M | Buy |
36,498
+17,813
| +95% | +$498K | 0.22% | 67 |
|
|
2024
Q4 | $510K | Buy |
18,685
+55
| +0.3% | +$1.5K | 0.2% | 88 |
|
|
2024
Q3 | $525K | Hold |
18,630
| – | – | 0.22% | 87 |
|
|
2024
Q2 | $483K | Hold |
18,630
| – | – | 0.24% | 82 |
|
|
2024
Q1 | $501K | Buy |
+18,630
| New | +$501K | 0.26% | 77 |
|