Retirement Guys Formula’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 | $1.24M | Buy |
46,926
+171
| +0.4% | +$4.53K | 0.47% | 74 |
|
|
2025
Q1 | $1.31M | Buy |
46,755
+233
| +0.5% | +$6.52K | 0.65% | 63 |
|
|
2024
Q4 | $1.27M | Buy |
46,522
+133
| +0.3% | +$3.63K | 0.64% | 50 |
|
|
2024
Q3 | $1.31M | Sell |
46,389
-180
| -0.4% | -$5.07K | 0.61% | 57 |
|
|
2024
Q2 | $1.21M | Sell |
46,569
-24
| -0.1% | -$622 | 0.58% | 63 |
|
|
2024
Q1 | $1.25M | Buy |
46,593
+423
| +0.9% | +$11.4K | 0.61% | 54 |
|
|
2023
Q4 | $1.17M | Sell |
46,170
-1,251
| -3% | -$31.7K | 0.63% | 38 |
|
|
2023
Q3 | $1.12M | Sell |
47,421
-378
| -0.8% | -$8.92K | 0.78% | 29 |
|
|
2023
Q2 | $1.16M | Buy |
47,799
+384
| +0.8% | +$9.3K | 0.67% | 37 |
|
|
2023
Q1 | $1.16M | Sell |
47,415
-369
| -0.8% | -$9K | 0.83% | 32 |
|
|
2022
Q4 | $1.2M | Sell |
47,784
-519
| -1% | -$13.1K | 0.99% | 25 |
|
|
2022
Q3 | $1.07M | Sell |
48,303
-843
| -2% | -$18.7K | 1.13% | 16 |
|
|
2022
Q2 | $1.17M | Sell |
49,146
-6,843
| -12% | -$163K | 1.2% | 17 |
|
|
2022
Q1 | $1.47M | Sell |
55,989
-81,663
| -59% | -$2.15M | 0.99% | 18 |
|
|
2021
Q4 | $3.71M | Buy |
+137,652
| New | +$3.71M | 2.94% | 10 |
|