SW
Simplicity Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
113,079
-34,105
| -23% | -$904K | 0.12% | 163 |
|
|
2025
Q1 | $4.12M | Buy |
147,184
+113,807
| +341% | +$3.18M | 0.32% | 72 |
|
|
2024
Q4 | $912K | Buy |
33,377
+2,118
| +7% | +$57.9K | 0.19% | 99 |
|
|
2024
Q3 | $2.64M | Sell |
31,259
-10,892
| -26% | -$921K | 0.24% | 89 |
|
|
2024
Q2 | $3.28M | Sell |
42,151
-11,529
| -21% | -$896K | 0.07% | 257 |
|
|
2024
Q1 | $4.33M | Buy |
53,680
+48,016
| +848% | +$3.87M | 0.1% | 199 |
|
|
2023
Q4 | $431K | Buy |
+5,664
| New | +$431K | 0.17% | 112 |
|