Promethium 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
$327K Sell
12,342
-9,987
-45% -$265K 0.2% 94
2025
Q1
$624K Sell
22,329
-1,749
-7% -$48.9K 0.4% 64
2024
Q4
$658K Sell
24,078
-1,062
-4% -$29K 0.45% 61
2024
Q3
$708K Buy
+25,140
New +$708K 0.5% 58