Safeguard Financial’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
Q1 | $1.9M | Buy |
67,890
+1,134
| +2% | +$31.7K | 0.42% | 23 |
|
|
2024
Q4 | $1.82M | Buy |
66,756
+8,205
| +14% | +$224K | 0.4% | 26 |
|
|
2024
Q3 | $1.65M | Buy |
58,551
+6,171
| +12% | +$174K | 0.39% | 29 |
|
|
2024
Q2 | $1.36M | Buy |
52,380
+3,768
| +8% | +$97.7K | 0.38% | 28 |
|
|
2024
Q1 | $1.31M | Buy |
48,612
+828
| +2% | +$22.3K | 0.43% | 24 |
|
|
2023
Q4 | $1.21M | Sell |
47,784
-318
| -0.7% | -$8.07K | 0.46% | 25 |
|
|
2023
Q3 | $1.13M | Buy |
48,102
+8,037
| +20% | +$190K | 0.55% | 24 |
|
|
2023
Q2 | $969K | Sell |
40,065
-22,191
| -36% | -$537K | 0.47% | 25 |
|
|
2023
Q1 | $1.52M | Buy |
62,256
+99
| +0.2% | +$2.41K | 0.92% | 16 |
|
|
2022
Q4 | $1.57M | Buy |
+62,157
| New | +$1.57M | 1.12% | 15 |
|