Seelaus Asset 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 | $277K | Sell |
10,437
-4,992
| -32% | -$132K | 0.24% | 125 |
|
|
2025
Q1 | $431K | Sell |
15,429
-3,042
| -16% | -$85.1K | 0.41% | 74 |
|
|
2024
Q4 | $505K | Buy |
18,471
+3,660
| +25% | +$100K | 0.46% | 61 |
|
|
2024
Q3 | $417K | Buy |
14,811
+1,419
| +11% | +$40K | 0.38% | 83 |
|
|
2024
Q2 | $347K | Buy |
13,392
+1,563
| +13% | +$40.5K | 0.35% | 94 |
|
|
2024
Q1 | $318K | Buy |
11,829
+69
| +0.6% | +$1.86K | 0.32% | 104 |
|
|
2023
Q4 | $298K | Buy |
11,760
+3,150
| +37% | +$79.9K | 0.29% | 122 |
|
|
2023
Q3 | $203K | Buy |
+8,610
| New | +$203K | 0.23% | 140 |
|