Prosperitas Financial’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 | $9.39M | Buy |
354,238
+9,193
| +3% | +$244K | 4.41% | 10 |
|
|
2025
Q1 | $9.65M | Buy |
345,045
+51,177
| +17% | +$1.43M | 4.99% | 5 |
|
|
2024
Q4 | $8.03M | Buy |
293,868
+10,170
| +4% | +$278K | 4.06% | 9 |
|
|
2024
Q3 | $7.99M | Buy |
283,698
+46,758
| +20% | +$1.32M | 4.3% | 7 |
|
|
2024
Q2 | $6.14M | Buy |
236,940
+1,260
| +0.5% | +$32.7K | 3.74% | 10 |
|
|
2024
Q1 | $6.33M | Buy |
235,680
+12,348
| +6% | +$332K | 4.06% | 9 |
|
|
2023
Q4 | $5.67M | Buy |
223,332
+1,725
| +0.8% | +$43.8K | 4.17% | 8 |
|
|
2023
Q3 | $5.23M | Buy |
+221,607
| New | +$5.23M | 4.06% | 9 |
|