RZH
Relyea Zuckerberg Hanson’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,180
| Closed | -$341K | – | 269 |
|
|
2025
Q1 | $341K | Hold |
12,180
| – | – | 0.05% | 192 |
|
|
2024
Q4 | $333K | Buy |
12,180
+8,120
| +200% | +$222K | 0.04% | 191 |
|
|
2024
Q3 | $343K | Sell |
4,060
-1,510
| -27% | -$128K | 0.05% | 182 |
|
|
2024
Q2 | $433K | Sell |
5,570
-480
| -8% | -$37.3K | 0.07% | 138 |
|
|
2024
Q1 | $488K | Buy |
6,050
+400
| +7% | +$32.3K | 0.09% | 126 |
|
|
2023
Q4 | $430K | Buy |
5,650
+243
| +4% | +$18.5K | 0.08% | 126 |
|
|
2023
Q3 | $383K | Buy |
5,407
+988
| +22% | +$69.9K | 0.09% | 124 |
|
|
2023
Q2 | $321K | Sell |
4,419
-3,361
| -43% | -$244K | 0.07% | 143 |
|
|
2023
Q1 | $569K | Buy |
7,780
+558
| +8% | +$40.8K | 0.14% | 93 |
|
|
2022
Q4 | $546K | Buy |
7,222
+4,038
| +127% | +$305K | 0.16% | 91 |
|
|
2022
Q3 | $212K | Sell |
3,184
-650
| -17% | -$43.3K | 0.08% | 133 |
|
|
2022
Q2 | $275K | Sell |
3,834
-96
| -2% | -$6.89K | 0.1% | 120 |
|
|
2022
Q1 | $311K | Hold |
3,930
| – | – | 0.1% | 125 |
|
|
2021
Q4 | $305K | Buy |
3,930
+96
| +3% | +$7.45K | 0.11% | 124 |
|
|
2021
Q3 | $285K | Hold |
3,834
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $290K | Hold |
3,834
| – | – | 0.12% | 103 |
|
|
2021
Q1 | $287K | Sell |
3,834
-800
| -17% | -$59.9K | 0.13% | 101 |
|
|
2020
Q4 | $297K | Buy |
+4,634
| New | +$297K | 0.16% | 94 |
|