Schaeffer 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
Q2 | $18.6M | Buy |
702,940
+14,088
| +2% | +$373K | 18.19% | 2 |
|
|
2025
Q1 | $19.3M | Buy |
688,852
+24,751
| +4% | +$692K | 21.25% | 1 |
|
|
2024
Q4 | $18.1M | Buy |
664,101
+5,808
| +0.9% | +$159K | 18.1% | 2 |
|
|
2024
Q3 | $18.5M | Buy |
658,293
+16,581
| +3% | +$467K | 18.84% | 2 |
|
|
2024
Q2 | $16.6M | Sell |
641,712
-9,540
| -1% | -$247K | 18.05% | 2 |
|
|
2024
Q1 | $17.5M | Buy |
651,252
+2,220
| +0.3% | +$59.7K | 17.43% | 1 |
|
|
2023
Q4 | $16.5M | Buy |
+649,032
| New | +$16.5M | 17.44% | 1 |
|
|
2022
Q3 | $9.53M | Buy |
430,197
+24,921
| +6% | +$552K | 17.71% | 2 |
|
|
2022
Q2 | $9.68M | Sell |
405,276
-462
| -0.1% | -$11K | 15.7% | 4 |
|
|
2022
Q1 | $10.7M | Buy |
405,738
+89,370
| +28% | +$2.35M | 14.4% | 4 |
|
|
2021
Q4 | $8.52M | Buy |
+316,368
| New | +$8.52M | 10.79% | 4 |
|