Royal Capital Wealth 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 | $1.26M | Buy |
47,438
+96
| +0.2% | +$2.54K | 0.84% | 27 |
|
|
2025
Q1 | $1.32M | Sell |
47,342
-164
| -0.3% | -$4.59K | 0.93% | 27 |
|
|
2024
Q4 | $1.3M | Buy |
47,506
+85
| +0.2% | +$2.32K | 0.91% | 24 |
|
|
2024
Q3 | $1.34M | Buy |
47,421
+186
| +0.4% | +$5.24K | 0.94% | 24 |
|
|
2024
Q2 | $1.22M | Hold |
47,235
| – | – | 0.92% | 26 |
|
|
2024
Q1 | $1.27M | Sell |
47,235
-3,228
| -6% | -$86.8K | 1% | 28 |
|
|
2023
Q4 | $1.28M | Sell |
50,463
-65,160
| -56% | -$1.65M | 1.11% | 25 |
|
|
2023
Q3 | $2.73M | Buy |
115,623
+4,404
| +4% | +$104K | 2.61% | 10 |
|
|
2023
Q2 | $2.69M | Sell |
111,219
-86,328
| -44% | -$2.09M | 2.54% | 11 |
|
|
2023
Q1 | $4.82M | Buy |
197,547
+35,979
| +22% | +$877K | 4.85% | 5 |
|
|
2022
Q4 | $4.07M | Buy |
161,568
+65,949
| +69% | +$1.66M | 4.32% | 4 |
|
|
2022
Q3 | $2.12M | Buy |
95,619
+6,558
| +7% | +$145K | 2.47% | 12 |
|
|
2022
Q2 | $2.13M | Buy |
89,061
+55,851
| +168% | +$1.33M | 2.31% | 14 |
|
|
2022
Q1 | $873K | Buy |
33,210
+7,677
| +30% | +$202K | 0.85% | 32 |
|
|
2021
Q4 | $688K | Buy |
+25,533
| New | +$688K | 0.67% | 37 |
|