Schrum Private 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 | $627K | Buy |
23,665
+170
| +0.7% | +$4.51K | 0.5% | 54 |
|
|
2025
Q1 | $657K | Sell |
23,495
-5,049
| -18% | -$141K | 0.58% | 50 |
|
|
2024
Q4 | $780K | Sell |
28,544
-28,000
| -50% | -$765K | 0.66% | 41 |
|
|
2024
Q3 | $1.59M | Buy |
56,544
+27,021
| +92% | +$761K | 0.82% | 34 |
|
|
2024
Q2 | $765K | Sell |
29,523
-3,939
| -12% | -$102K | 0.69% | 39 |
|
|
2024
Q1 | $899K | Buy |
33,462
+5,286
| +19% | +$142K | 0.82% | 36 |
|
|
2023
Q4 | $715K | Sell |
28,176
-2,181
| -7% | -$55.3K | 1.01% | 29 |
|
|
2023
Q3 | $716K | Buy |
30,357
+159
| +0.5% | +$3.75K | 0.82% | 36 |
|
|
2023
Q2 | $731K | Buy |
30,198
+720
| +2% | +$17.4K | 0.79% | 37 |
|
|
2023
Q1 | $719K | Buy |
29,478
+6,120
| +26% | +$149K | 0.83% | 33 |
|
|
2022
Q4 | $588K | Buy |
23,358
+9,762
| +72% | +$246K | 0.7% | 42 |
|
|
2022
Q3 | $301K | Buy |
13,596
+3,516
| +35% | +$77.8K | 0.38% | 82 |
|
|
2022
Q2 | $241K | Buy |
+10,080
| New | +$241K | 0.27% | 96 |
|