Silvia McColl 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 | $3.8M | Sell |
143,287
-554,246
| -79% | -$14.7M | 2.76% | 7 |
|
|
2025
Q1 | $19.5M | Sell |
697,533
-1,589
| -0.2% | -$44.4K | 14.79% | 1 |
|
|
2024
Q4 | $19.1M | Buy |
699,122
+3,092
| +0.4% | +$84.5K | 14.31% | 1 |
|
|
2024
Q3 | $19.6M | Buy |
696,030
+70,218
| +11% | +$1.98M | 14.68% | 1 |
|
|
2024
Q2 | $16.2M | Buy |
625,812
+6,585
| +1% | +$171K | 13.42% | 1 |
|
|
2024
Q1 | $16.1M | Sell |
619,227
-16,257
| -3% | -$423K | 13.83% | 1 |
|
|
2023
Q4 | $16.1M | Buy |
635,484
+21,603
| +4% | +$548K | 14.52% | 1 |
|
|
2023
Q3 | $14.5M | Buy |
613,881
+24,543
| +4% | +$579K | 14.48% | 1 |
|
|
2023
Q2 | $14.3M | Buy |
589,338
+31,152
| +6% | +$754K | 13.24% | 1 |
|
|
2023
Q1 | $13.6M | Buy |
558,186
+41,757
| +8% | +$1.02M | 13.49% | 1 |
|
|
2022
Q4 | $13M | Buy |
+516,429
| New | +$13M | 12.77% | 1 |
|