Silverlake Wealth Management’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 | $2.51M | Buy |
94,748
+9,529
| +11% | +$253K | 0.73% | 29 |
|
|
2025
Q1 | $2.38M | Buy |
85,219
+4,646
| +6% | +$130K | 0.9% | 23 |
|
|
2024
Q4 | $2.2M | Buy |
80,573
+7,790
| +11% | +$213K | 0.84% | 24 |
|
|
2024
Q3 | $2.05M | Buy |
72,783
+5,961
| +9% | +$168K | 0.78% | 27 |
|
|
2024
Q2 | $1.73M | Sell |
66,822
-3,051
| -4% | -$79.1K | 0.71% | 28 |
|
|
2024
Q1 | $1.88M | Sell |
69,873
-4,821
| -6% | -$130K | 0.96% | 22 |
|
|
2023
Q4 | $1.9M | Buy |
74,694
+855
| +1% | +$21.7K | 1.04% | 18 |
|
|
2023
Q3 | $1.74M | Buy |
73,839
+9,750
| +15% | +$230K | 0.98% | 20 |
|
|
2023
Q2 | $1.55M | Buy |
64,089
+3,918
| +7% | +$94.8K | 0.86% | 24 |
|
|
2023
Q1 | $1.47M | Buy |
60,171
+5,571
| +10% | +$136K | 0.89% | 26 |
|
|
2022
Q4 | $1.37M | Sell |
54,600
-1,548
| -3% | -$39K | 0.86% | 26 |
|
|
2022
Q3 | $1.24M | Buy |
56,148
+2,307
| +4% | +$51.1K | 0.84% | 28 |
|
|
2022
Q2 | $1.29M | Sell |
53,841
-150
| -0.3% | -$3.58K | 0.84% | 28 |
|
|
2022
Q1 | $1.42M | Sell |
53,991
-20,622
| -28% | -$542K | 0.81% | 31 |
|
|
2021
Q4 | $2.01M | Buy |
+74,613
| New | +$2.01M | 1.08% | 18 |
|