Prospect Financial Services’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 | $1.9M | Sell |
71,575
-3,046
| -4% | -$80.7K | 1.18% | 25 |
|
|
2025
Q1 | $2.09M | Buy |
74,621
+16,888
| +29% | +$472K | 1.16% | 26 |
|
|
2024
Q4 | $1.58M | Buy |
57,733
+15,511
| +37% | +$424K | 0.86% | 28 |
|
|
2024
Q3 | $1.19M | Buy |
42,222
+7,356
| +21% | +$207K | 0.74% | 35 |
|
|
2024
Q2 | $904K | Buy |
34,866
+7,740
| +29% | +$201K | 0.7% | 34 |
|
|
2024
Q1 | $729K | Buy |
27,126
+8,397
| +45% | +$226K | 0.6% | 36 |
|
|
2023
Q4 | $475K | Buy |
+18,729
| New | +$475K | 0.48% | 39 |
|