Private Wealth Management Group’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 | $1.15K | Sell |
43
-42
| -49% | -$1.12K | ﹤0.01% | 1236 |
|
|
2025
Q1 | $2.37K | Hold |
85
| – | – | ﹤0.01% | 997 |
|
|
2024
Q4 | $2.31K | Buy |
85
+1
| +1% | +$27 | ﹤0.01% | 1033 |
|
|
2024
Q3 | $2.38K | Hold |
84
| – | – | ﹤0.01% | 998 |
|
|
2024
Q2 | $2.17K | Hold |
84
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q1 | $2.25K | Hold |
84
| – | – | ﹤0.01% | 915 |
|
|
2023
Q4 | $2.11K | Buy |
+84
| New | +$2.11K | ﹤0.01% | 958 |
|