RDA Financial Network’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 | $1.92M | Buy |
72,623
+2,055
| +3% | +$54.5K | 0.52% | 54 |
|
|
2025
Q1 | $1.97M | Buy |
70,568
+18,750
| +36% | +$524K | 0.59% | 50 |
|
|
2024
Q4 | $1.42M | Buy |
51,818
+2,885
| +6% | +$78.8K | 0.41% | 74 |
|
|
2024
Q3 | $1.38M | Buy |
48,933
+1,254
| +3% | +$35.3K | 0.43% | 69 |
|
|
2024
Q2 | $1.24M | Buy |
47,679
+4,536
| +11% | +$118K | 0.4% | 73 |
|
|
2024
Q1 | $1.16M | Buy |
43,143
+12,765
| +42% | +$343K | 0.4% | 72 |
|
|
2023
Q4 | $771K | Buy |
30,378
+3,663
| +14% | +$93K | 0.29% | 89 |
|
|
2023
Q3 | $630K | Buy |
26,715
+10,095
| +61% | +$238K | 0.27% | 93 |
|
|
2023
Q2 | $402K | Buy |
16,620
+8,175
| +97% | +$198K | 0.17% | 127 |
|
|
2023
Q1 | $206K | Buy |
+8,445
| New | +$206K | 0.09% | 209 |
|