Sachetta’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 | $3.34M | Sell |
126,210
-1,430
| -1% | -$37.9K | 1.32% | 12 |
|
|
2025
Q1 | $3.57M | Buy |
127,640
+2,931
| +2% | +$82K | 1.46% | 12 |
|
|
2024
Q4 | $3.41M | Buy |
124,709
+5,105
| +4% | +$139K | 1.34% | 15 |
|
|
2024
Q3 | $3.37M | Buy |
119,604
+4,317
| +4% | +$122K | 1.33% | 13 |
|
|
2024
Q2 | $3.18M | Buy |
115,287
+32,838
| +40% | +$906K | 1.38% | 12 |
|
|
2024
Q1 | $2.09M | Hold |
82,449
| – | – | 0.99% | 17 |
|
|
2023
Q4 | $2.09M | Buy |
+82,449
| New | +$2.09M | 0.99% | 17 |
|