SFM LLC’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 | $3.08M | Buy |
116,257
+9,770
| +9% | +$259K | 1.98% | 13 |
|
|
2025
Q1 | $2.98M | Buy |
106,487
+5,740
| +6% | +$160K | 2.19% | 11 |
|
|
2024
Q4 | $2.75M | Sell |
100,747
-662
| -0.7% | -$18.1K | 1.94% | 11 |
|
|
2024
Q3 | $2.86M | Buy |
101,409
+744
| +0.7% | +$21K | 2.14% | 10 |
|
|
2024
Q2 | $2.61M | Buy |
100,665
+8,262
| +9% | +$214K | 1.97% | 11 |
|
|
2024
Q1 | $2.48M | Sell |
92,403
-2,580
| -3% | -$69.3K | 1.9% | 11 |
|
|
2023
Q4 | $2.41M | Buy |
+94,983
| New | +$2.41M | 1.99% | 10 |
|