SkyOak Wealth’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 | $315K | Buy |
11,877
+23
| +0.2% | +$610 | 0.06% | 170 |
|
|
2025
Q1 | $331K | Buy |
11,854
+98
| +0.8% | +$2.74K | 0.07% | 158 |
|
|
2024
Q4 | $321K | Buy |
+11,756
| New | +$321K | 0.07% | 167 |
|
|
2020
Q3 | – | Sell |
-20,652
| Closed | -$356K | – | 233 |
|
|
2020
Q2 | $356K | Buy |
20,652
+2,838
| +16% | +$48.9K | 0.13% | 160 |
|
|
2020
Q1 | $267K | Buy |
17,814
+4,098
| +30% | +$61.4K | 0.14% | 170 |
|
|
2019
Q4 | $265K | Buy |
+13,716
| New | +$265K | 0.08% | 248 |
|