Sheaff Brock Investment Advisors’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
Q1 | $1.55M | Buy |
55,438
+1,450
| +3% | +$40.5K | 0.14% | 128 |
|
|
2024
Q4 | $1.47M | Buy |
53,988
+3,360
| +7% | +$91.8K | 0.13% | 132 |
|
|
2024
Q3 | $1.43M | Buy |
50,628
+3,084
| +6% | +$86.9K | 0.12% | 136 |
|
|
2024
Q2 | $1.23M | Buy |
47,544
+10,308
| +28% | +$267K | 0.11% | 146 |
|
|
2024
Q1 | $1M | Buy |
37,236
+2,523
| +7% | +$67.8K | 0.06% | 183 |
|
|
2023
Q4 | $881K | Sell |
34,713
-24,123
| -41% | -$612K | 0.07% | 194 |
|
|
2023
Q3 | $1.39M | Sell |
58,836
-2,526
| -4% | -$59.6K | 0.13% | 125 |
|
|
2023
Q2 | $1.49M | Buy |
61,362
+3,690
| +6% | +$89.3K | 0.13% | 123 |
|
|
2023
Q1 | $1.41M | Buy |
57,672
+1,164
| +2% | +$28.4K | 0.13% | 126 |
|
|
2022
Q4 | $1.42M | Buy |
56,508
+2,235
| +4% | +$56.3K | 0.14% | 121 |
|
|
2022
Q3 | $1.2M | Buy |
54,273
+132
| +0.2% | +$2.92K | 0.13% | 122 |
|
|
2022
Q2 | $1.29M | Buy |
54,141
+6,435
| +13% | +$154K | 0.11% | 120 |
|
|
2022
Q1 | $1.25M | Buy |
47,706
+17,556
| +58% | +$461K | 0.09% | 149 |
|
|
2021
Q4 | $812K | Buy |
30,150
+7,056
| +31% | +$190K | 0.05% | 202 |
|
|
2021
Q3 | $572K | Buy |
23,094
+4,173
| +22% | +$103K | 0.04% | 235 |
|
|
2021
Q2 | $477K | Buy |
18,921
+114
| +0.6% | +$2.87K | 0.03% | 273 |
|
|
2021
Q1 | $457K | Buy |
18,807
+108
| +0.6% | +$2.62K | 0.04% | 265 |
|
|
2020
Q4 | $400K | Buy |
18,699
+3,147
| +20% | +$67.3K | 0.03% | 271 |
|
|
2020
Q3 | $287K | Buy |
15,552
+150
| +1% | +$2.77K | 0.03% | 312 |
|
|
2020
Q2 | $266K | Buy |
15,402
+132
| +0.9% | +$2.28K | 0.03% | 324 |
|
|
2020
Q1 | $229K | Buy |
15,270
+147
| +1% | +$2.21K | 0.03% | 306 |
|
|
2019
Q4 | $292K | Sell |
15,123
-3,108
| -17% | -$60K | 0.03% | 337 |
|
|
2019
Q3 | $333K | Sell |
18,231
-2,697
| -13% | -$49.3K | 0.04% | 312 |
|
|
2019
Q2 | $370K | Hold |
20,928
| – | – | 0.04% | 295 |
|
|
2019
Q1 | $365K | Buy |
20,928
+120
| +0.6% | +$2.09K | 0.04% | 315 |
|
|
2018
Q4 | $326K | Buy |
20,808
+150
| +0.7% | +$2.35K | 0.05% | 304 |
|
|
2018
Q3 | $365K | Buy |
20,658
+120
| +0.6% | +$2.12K | 0.03% | 313 |
|
|
2018
Q2 | $337K | Buy |
20,538
+144
| +0.7% | +$2.36K | 0.03% | 324 |
|
|
2018
Q1 | $333K | Buy |
20,394
+1,593
| +8% | +$26K | 0.03% | 318 |
|
|
2017
Q4 | $321K | Buy |
18,801
+1,617
| +9% | +$27.6K | 0.04% | 335 |
|
|
2017
Q3 | $268K | Buy |
17,184
+126
| +0.7% | +$1.97K | 0.04% | 389 |
|
|
2017
Q2 | $256K | Buy |
17,058
+123
| +0.7% | +$1.85K | 0.03% | 430 |
|
|
2017
Q1 | $252K | Buy |
16,935
+123
| +0.7% | +$1.83K | 0.03% | 442 |
|
|
2016
Q4 | $244K | Buy |
16,812
+150
| +0.9% | +$2.18K | 0.03% | 465 |
|
|
2016
Q3 | $235K | Buy |
16,662
+99
| +0.6% | +$1.4K | 0.03% | 427 |
|
|
2016
Q2 | $229K | Buy |
16,563
+129
| +0.8% | +$1.78K | 0.03% | 443 |
|
|
2016
Q1 | $220K | Buy |
16,434
+123
| +0.8% | +$1.65K | 0.03% | 464 |
|
|
2015
Q4 | $210K | Buy |
+16,311
| New | +$210K | 0.02% | 500 |
|