Red Mountain Financial’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 | $10M | Buy |
377,205
+13,074
| +4% | +$346K | 11.1% | 1 |
|
|
2025
Q1 | $10.2M | Buy |
364,131
+3,048
| +0.8% | +$85.2K | 12.41% | 1 |
|
|
2024
Q4 | $9.86M | Buy |
361,083
+8,829
| +3% | +$241K | 10.61% | 2 |
|
|
2024
Q3 | $9.93M | Buy |
352,254
+10,701
| +3% | +$302K | 10.55% | 2 |
|
|
2024
Q2 | $8.85M | Buy |
+341,553
| New | +$8.85M | 10.67% | 1 |
|
|
2023
Q4 | $8.31M | Buy |
+327,483
| New | +$8.31M | 12.84% | 1 |
|