Smith Salley 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 | $223K | Sell |
8,405
-21,882
| -72% | -$580K | 0.01% | 244 |
|
|
2025
Q1 | $847K | Buy |
30,287
+20,590
| +212% | +$576K | 0.06% | 147 |
|
|
2024
Q4 | $265K | Buy |
9,697
+1,495
| +18% | +$40.8K | 0.02% | 218 |
|
|
2024
Q3 | $231K | Buy |
8,202
+6
| +0.1% | +$169 | 0.02% | 226 |
|
|
2024
Q2 | $212K | Buy |
8,196
+504
| +7% | +$13.1K | 0.02% | 222 |
|
|
2024
Q1 | $207K | Sell |
7,692
-258
| -3% | -$6.93K | 0.02% | 219 |
|
|
2023
Q4 | $202K | Sell |
7,950
-1,395
| -15% | -$35.4K | 0.01% | 238 |
|
|
2023
Q3 | $220K | Buy |
+9,345
| New | +$220K | 0.02% | 221 |
|