Prosperity Capital 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 | – | Sell |
-15,828
| Closed | -$441K | – | 349 |
|
|
2025
Q1 | $441K | Buy |
15,828
+2,740
| +21% | +$76.4K | 0.03% | 248 |
|
|
2024
Q4 | $358K | Sell |
13,088
-7,441
| -36% | -$203K | 0.03% | 258 |
|
|
2024
Q3 | $578K | Sell |
20,529
-741
| -3% | -$20.9K | 0.05% | 205 |
|
|
2024
Q2 | $551K | Sell |
21,270
-14,805
| -41% | -$384K | 0.06% | 188 |
|
|
2024
Q1 | $970K | Buy |
+36,075
| New | +$970K | 0.11% | 139 |
|