PrairieView Partners’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 | $33K | Buy |
1,282
+467
| +57% | +$12K | ﹤0.01% | 216 |
|
|
2025
Q1 | $22K | Buy |
815
+8
| +1% | +$216 | ﹤0.01% | 230 |
|
|
2024
Q4 | $22K | Buy |
807
+33
| +4% | +$900 | ﹤0.01% | 239 |
|
|
2024
Q3 | $21K | Buy |
774
+12
| +2% | +$326 | ﹤0.01% | 243 |
|
|
2024
Q2 | $19K | Hold |
762
| – | – | ﹤0.01% | 256 |
|
|
2024
Q1 | $21K | Sell |
762
-150
| -16% | -$4.13K | ﹤0.01% | 238 |
|
|
2023
Q4 | $23K | Hold |
912
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $21K | Buy |
+912
| New | +$21K | ﹤0.01% | 240 |
|
|
2022
Q3 | – | Sell |
-3,045
| Closed | -$73K | – | 469 |
|
|
2022
Q2 | $73K | Buy |
+3,045
| New | +$73K | 0.01% | 161 |
|