Security National Bank’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 | – | Sell |
-152
| Closed | -$4.25K | – | 327 |
|
|
2025
Q1 | $4.25K | Sell |
152
-265
| -64% | -$7.41K | ﹤0.01% | 303 |
|
|
2024
Q4 | $11.4K | Hold |
417
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $11.8K | Sell |
417
-396
| -49% | -$11.2K | ﹤0.01% | 249 |
|
|
2024
Q2 | $21.1K | Sell |
813
-75
| -8% | -$1.94K | ﹤0.01% | 229 |
|
|
2024
Q1 | $23.9K | Buy |
888
+75
| +9% | +$2.02K | ﹤0.01% | 218 |
|
|
2023
Q4 | $20.6K | Buy |
+813
| New | +$20.6K | ﹤0.01% | 234 |
|