Smart Portfolios LLC’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 | $684K | Buy |
25,825
+170
| +0.7% | +$4.51K | 0.69% | 47 |
|
|
2025
Q1 | $717K | Sell |
25,655
-30
| -0.1% | -$839 | 0.78% | 42 |
|
|
2024
Q4 | $702K | Sell |
25,685
-313
| -1% | -$8.55K | 0.73% | 44 |
|
|
2024
Q3 | $733K | Buy |
25,998
+738
| +3% | +$20.8K | 0.75% | 45 |
|
|
2024
Q2 | $655K | Buy |
25,260
+885
| +4% | +$22.9K | 0.66% | 44 |
|
|
2024
Q1 | $655K | Buy |
+24,375
| New | +$655K | 0.69% | 37 |
|