Prospera 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 | $4.17M | Buy |
157,456
+68,386
| +77% | +$1.81M | 0.08% | 266 |
|
|
2025
Q1 | $2.49M | Sell |
89,070
-14,152
| -14% | -$396K | 0.06% | 338 |
|
|
2024
Q4 | $2.82M | Buy |
103,222
+9,418
| +10% | +$257K | 0.07% | 299 |
|
|
2024
Q3 | $2.64M | Sell |
93,804
-2,607
| -3% | -$73.5K | 0.07% | 290 |
|
|
2024
Q2 | $2.5M | Buy |
96,411
+4,317
| +5% | +$112K | 0.07% | 290 |
|
|
2024
Q1 | $2.48M | Buy |
92,094
+4,905
| +6% | +$132K | 0.07% | 294 |
|
|
2023
Q4 | $2.21M | Sell |
87,189
-80,199
| -48% | -$2.04M | 0.07% | 290 |
|
|
2023
Q3 | $3.95M | Sell |
167,388
-5,676
| -3% | -$134K | 0.15% | 150 |
|
|
2023
Q2 | $4.19M | Buy |
173,064
+177
| +0.1% | +$4.29K | 0.16% | 143 |
|
|
2023
Q1 | $4.22M | Buy |
172,887
+98,535
| +133% | +$2.4M | 0.17% | 141 |
|
|
2022
Q4 | $1.87M | Sell |
74,352
-7,119
| -9% | -$179K | 0.09% | 241 |
|
|
2022
Q3 | $1.8M | Buy |
81,471
+10,347
| +15% | +$229K | 0.09% | 248 |
|
|
2022
Q2 | $1.7M | Sell |
71,124
-9,414
| -12% | -$225K | 0.09% | 264 |
|
|
2022
Q1 | $2.12M | Buy |
80,538
+21,951
| +37% | +$577K | 0.09% | 261 |
|
|
2021
Q4 | $1.58M | Buy |
58,587
+19,764
| +51% | +$533K | 0.07% | 314 |
|
|
2021
Q3 | $961K | Buy |
38,823
+990
| +3% | +$24.5K | 0.05% | 383 |
|
|
2021
Q2 | $955K | Buy |
37,833
+2,502
| +7% | +$63.2K | 0.05% | 387 |
|
|
2021
Q1 | $859K | Buy |
+35,331
| New | +$859K | 0.05% | 369 |
|
|
2020
Q4 | – | Sell |
-672
| Closed | -$12K | – | 1398 |
|
|
2020
Q3 | $12K | Buy |
+672
| New | +$12K | ﹤0.01% | 1067 |
|