Sittner & Nelson’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 | $7.16K | Hold |
270
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $7.55K | Hold |
270
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $7.38K | Buy |
270
+126
| +88% | +$3.44K | ﹤0.01% | 368 |
|
|
2024
Q3 | $4.06K | Hold |
144
| – | – | ﹤0.01% | 383 |
|
|
2024
Q2 | $3.73K | Sell |
144
-3,000
| -95% | -$77.8K | ﹤0.01% | 399 |
|
|
2024
Q1 | $84.5K | Hold |
3,144
| – | – | 0.04% | 172 |
|
|
2023
Q4 | $79.8K | Buy |
3,144
+144
| +5% | +$3.65K | 0.04% | 172 |
|
|
2023
Q3 | $70.8K | Hold |
3,000
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $72.6K | Sell |
3,000
-3,000
| -50% | -$72.6K | 0.04% | 175 |
|
|
2023
Q1 | $146K | Hold |
6,000
| – | – | 0.08% | 137 |
|
|
2022
Q4 | $151K | Hold |
6,000
| – | – | 0.09% | 134 |
|
|
2022
Q3 | $133K | Hold |
6,000
| – | – | 0.09% | 131 |
|
|
2022
Q2 | $143K | Hold |
6,000
| – | – | 0.09% | 121 |
|
|
2022
Q1 | $158K | Hold |
6,000
| – | – | 0.09% | 117 |
|
|
2021
Q4 | $162K | Buy |
+6,000
| New | +$162K | 0.09% | 115 |
|