Sensible Money’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 | $226K | Buy |
8,544
+5
| +0.1% | +$133 | 0.09% | 80 |
|
|
2025
Q1 | $239K | Hold |
8,539
| – | – | 0.1% | 70 |
|
|
2024
Q4 | $233K | Buy |
8,539
+1
| +0% | +$27 | 0.1% | 75 |
|
|
2024
Q3 | $241K | Hold |
8,538
| – | – | 0.11% | 72 |
|
|
2024
Q2 | $221K | Sell |
8,538
-1,389
| -14% | -$36K | 0.11% | 72 |
|
|
2024
Q1 | $267K | Buy |
9,927
+6
| +0.1% | +$161 | 0.14% | 61 |
|
|
2023
Q4 | $252K | Buy |
9,921
+6
| +0.1% | +$152 | 0.15% | 62 |
|
|
2023
Q3 | $234K | Hold |
9,915
| – | – | 0.17% | 59 |
|
|
2023
Q2 | $240K | Sell |
9,915
-6,873
| -41% | -$166K | 0.17% | 60 |
|
|
2023
Q1 | $409K | Sell |
16,788
-39
| -0.2% | -$951 | 0.35% | 35 |
|
|
2022
Q4 | $424K | Buy |
+16,827
| New | +$424K | 0.45% | 33 |
|