PSI 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 |
-1,734
| Closed | -$48.5K | – | 574 |
|
|
2025
Q1 | $48.5K | Buy |
1,734
+2
| +0.1% | +$56 | 0.02% | 242 |
|
|
2024
Q4 | $47.3K | Buy |
1,732
+1,003
| +138% | +$27.4K | 0.01% | 283 |
|
|
2024
Q3 | $20.5K | Sell |
729
-231
| -24% | -$6.5K | 0.01% | 421 |
|
|
2024
Q2 | $24.9K | Hold |
960
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $25.8K | Buy |
960
+240
| +33% | +$6.44K | 0.01% | 346 |
|
|
2023
Q4 | $18.3K | Buy |
720
+3
| +0.4% | +$76 | 0.01% | 431 |
|
|
2023
Q3 | $16.9K | Buy |
717
+3
| +0.4% | +$71 | 0.01% | 420 |
|
|
2023
Q2 | $17.3K | Buy |
714
+3
| +0.4% | +$73 | 0.01% | 414 |
|
|
2023
Q1 | $17.3K | Buy |
711
+3
| +0.4% | +$73 | 0.01% | 362 |
|
|
2022
Q4 | $17.8K | Buy |
708
+3
| +0.4% | +$75 | 0.01% | 338 |
|
|
2022
Q3 | $16K | Buy |
705
+3
| +0.4% | +$68 | 0.01% | 359 |
|
|
2022
Q2 | $17K | Buy |
702
+60
| +9% | +$1.45K | 0.01% | 380 |
|
|
2022
Q1 | $17K | Buy |
642
+3
| +0.5% | +$79 | 0.01% | 391 |
|
|
2021
Q4 | $17K | Buy |
639
+45
| +8% | +$1.2K | 0.01% | 427 |
|
|
2021
Q3 | $15K | Buy |
+594
| New | +$15K | 0.01% | 436 |
|
|
2020
Q1 | – | Sell |
-3,858
| Closed | -$74K | – | 499 |
|
|
2019
Q4 | $74K | Buy |
+3,858
| New | +$74K | 0.05% | 223 |
|