Semus Wealth Partners’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 | $1.35M | Buy |
51,033
+420
| +0.8% | +$11.1K | 0.88% | 29 |
|
|
2025
Q1 | $1.42M | Sell |
50,613
-984
| -2% | -$27.5K | 0.99% | 26 |
|
|
2024
Q4 | $1.41M | Sell |
51,597
-354
| -0.7% | -$9.67K | 0.93% | 25 |
|
|
2024
Q3 | $1.46M | Sell |
51,951
-2,280
| -4% | -$64.2K | 1.02% | 24 |
|
|
2024
Q2 | $1.41M | Sell |
54,231
-9,951
| -16% | -$258K | 1.09% | 20 |
|
|
2024
Q1 | $1.73M | Sell |
64,182
-56,184
| -47% | -$1.51M | 1.45% | 14 |
|
|
2023
Q4 | $3.05M | Sell |
120,366
-22,461
| -16% | -$570K | 2.5% | 6 |
|
|
2023
Q3 | $3.37M | Sell |
142,827
-930
| -0.6% | -$21.9K | 3.14% | 6 |
|
|
2023
Q2 | $3.48M | Buy |
143,757
+16,167
| +13% | +$391K | 3.2% | 5 |
|
|
2023
Q1 | $3.11M | Buy |
127,590
+21,837
| +21% | +$533K | 3.34% | 3 |
|
|
2022
Q4 | $2.66M | Buy |
+105,753
| New | +$2.66M | 3.23% | 3 |
|