Prosperity Wealth Management’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 | $376K | Buy |
14,206
+2,055
| +17% | +$54.5K | 0.14% | 152 |
|
|
2025
Q1 | $340K | Sell |
12,151
-10,048
| -45% | -$281K | 0.16% | 129 |
|
|
2024
Q4 | $606K | Buy |
22,199
+2,438
| +12% | +$66.6K | 0.25% | 75 |
|
|
2024
Q3 | $557K | Buy |
19,761
+309
| +2% | +$8.71K | 0.22% | 79 |
|
|
2024
Q2 | $504K | Buy |
19,452
+957
| +5% | +$24.8K | 0.25% | 83 |
|
|
2024
Q1 | $497K | Buy |
18,495
+288
| +2% | +$7.74K | 0.24% | 74 |
|
|
2023
Q4 | $462K | Buy |
18,207
+3,681
| +25% | +$93.4K | 0.3% | 56 |
|
|
2023
Q3 | $343K | Sell |
14,526
-27,237
| -65% | -$642K | 0.22% | 85 |
|
|
2023
Q2 | $1.01M | Buy |
41,763
+1,527
| +4% | +$37K | 0.65% | 24 |
|
|
2023
Q1 | $981K | Buy |
40,236
+15,174
| +61% | +$370K | 0.78% | 27 |
|
|
2022
Q4 | $631K | Buy |
+25,062
| New | +$631K | 0.59% | 33 |
|