Proficio Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Hold |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $332K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $78K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $74K | Hold |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $92K | Sell |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $823K | Sell |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $3.4M | Buy |
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|
2016
Q3 | $3.2M | Sell |
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|
2016
Q2 | $3.34M | Buy |
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|
2016
Q1 | $230K | Buy |
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|
2015
Q4 | $108K | Buy |
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