Silver Coast Investments’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 | $25.3M | Sell |
954,063
-82,172
| -8% | -$2.18M | 9.19% | 3 |
|
|
2025
Q1 | $29M | Sell |
1,036,235
-95,047
| -8% | -$2.66M | 10.99% | 2 |
|
|
2024
Q4 | $30.9M | Sell |
1,131,282
-109,173
| -9% | -$2.98M | 11.69% | 2 |
|
|
2024
Q3 | $35M | Buy |
1,240,455
+22,968
| +2% | +$647K | 12.87% | 1 |
|
|
2024
Q2 | $31.6M | Buy |
1,217,487
+55,683
| +5% | +$1.44M | 12.91% | 1 |
|
|
2024
Q1 | $31.2M | Buy |
1,161,804
+38,070
| +3% | +$1.02M | 12.76% | 2 |
|
|
2023
Q4 | $28.5M | Buy |
+1,123,734
| New | +$28.5M | 12.96% | 2 |
|