Sard Wealth Management Group’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 | $11.4M | Buy |
430,270
+6,719
| +2% | +$178K | 7.03% | 6 |
|
|
2025
Q1 | $11.8M | Buy |
423,551
+9,878
| +2% | +$276K | 7.94% | 6 |
|
|
2024
Q4 | $11.3M | Sell |
413,673
-3,927
| -0.9% | -$107K | 7.59% | 6 |
|
|
2024
Q3 | $11.8M | Buy |
417,600
+4,995
| +1% | +$141K | 7.78% | 6 |
|
|
2024
Q2 | $10.7M | Buy |
412,605
+394,353
| +2,161% | +$10.2M | 7.51% | 6 |
|
|
2024
Q1 | $491K | Buy |
+18,252
| New | +$491K | 0.44% | 26 |
|