Richardson Capital Management’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 | $43M | Buy |
1,622,840
+186,892
| +13% | +$4.95M | 22.55% | 2 |
|
|
2025
Q1 | $40.1M | Buy |
1,435,948
+38,737
| +3% | +$1.08M | 25.04% | 2 |
|
|
2024
Q4 | $38.2M | Buy |
1,397,211
+14,910
| +1% | +$407K | 24.28% | 2 |
|
|
2024
Q3 | $38.9M | Buy |
1,382,301
+34,257
| +3% | +$965K | 27.21% | 1 |
|
|
2024
Q2 | $34.9M | Buy |
1,348,044
+47,649
| +4% | +$1.24M | 26.89% | 1 |
|
|
2024
Q1 | $35M | Buy |
1,300,395
+1,299,840
| +234,205% | +$34.9M | 28.57% | 1 |
|
|
2023
Q4 | $31.1M | Buy |
+555
| New | +$31.1M | 30.18% | 1 |
|