Provident 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 | $236K | Hold |
8,907
| – | – | 0.08% | 74 |
|
|
2025
Q1 | $249K | Hold |
8,907
| – | – | 0.09% | 65 |
|
|
2024
Q4 | $243K | Hold |
8,907
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $251K | Hold |
8,907
| – | – | 0.09% | 75 |
|
|
2024
Q2 | $231K | Hold |
8,907
| – | – | 0.08% | 72 |
|
|
2024
Q1 | $239K | Buy |
+8,907
| New | +$239K | 0.09% | 60 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$1K | – | 95 |
|
|
2022
Q2 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 92 |
|
|
2020
Q4 | – | Sell |
-1,377
| Closed | -$25K | – | 227 |
|
|
2020
Q3 | $25K | Hold |
1,377
| – | – | 0.03% | 126 |
|
|
2020
Q2 | $24K | Buy |
+1,377
| New | +$24K | 0.03% | 60 |
|