Rather & Kittrell’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 | $1.02M | Hold |
38,361
| – | – | 0.2% | 45 |
|
|
2025
Q1 | $1.07M | Hold |
38,361
| – | – | 0.23% | 38 |
|
|
2024
Q4 | $1.05M | Hold |
38,361
| – | – | 0.25% | 37 |
|
|
2024
Q3 | $1.08M | Hold |
38,361
| – | – | 0.26% | 36 |
|
|
2024
Q2 | $994K | Hold |
38,361
| – | – | 0.27% | 39 |
|
|
2024
Q1 | $1.03M | Buy |
+38,361
| New | +$1.03M | 0.31% | 39 |
|