Souders Financial Advisors’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 | $26M | Buy |
982,022
+40,344
| +4% | +$1.07M | 3.31% | 6 |
|
|
2025
Q1 | $26.3M | Buy |
941,678
+67,405
| +8% | +$1.88M | 3.68% | 6 |
|
|
2024
Q4 | $23.9M | Buy |
874,273
+15,061
| +2% | +$411K | 3.34% | 6 |
|
|
2024
Q3 | $24.2M | Sell |
859,212
-80,151
| -9% | -$2.26M | 3.37% | 6 |
|
|
2024
Q2 | $24.3M | Buy |
939,363
+32,487
| +4% | +$842K | 3.67% | 5 |
|
|
2024
Q1 | $24.4M | Buy |
906,876
+18,621
| +2% | +$500K | 3.85% | 4 |
|
|
2023
Q4 | $22.5M | Buy |
888,255
+30,231
| +4% | +$767K | 3.86% | 3 |
|
|
2023
Q3 | $20.2M | Buy |
858,024
+53,748
| +7% | +$1.27M | 3.89% | 3 |
|
|
2023
Q2 | $19.5M | Buy |
804,276
+38,496
| +5% | +$932K | 3.72% | 3 |
|
|
2023
Q1 | $18.7M | Sell |
765,780
-248,916
| -25% | -$6.07M | 3.97% | 3 |
|
|
2022
Q4 | $25.6M | Buy |
1,014,696
+32,271
| +3% | +$813K | 5.84% | 1 |
|
|
2022
Q3 | $21.8M | Sell |
982,425
-12,396
| -1% | -$274K | 5.91% | 2 |
|
|
2022
Q2 | $23.8M | Buy |
994,821
+26,364
| +3% | +$629K | 6.83% | 1 |
|
|
2022
Q1 | $25.5M | Buy |
968,457
+39,534
| +4% | +$1.04M | 7.36% | 1 |
|
|
2021
Q4 | $25M | Buy |
928,923
+39,267
| +4% | +$1.06M | 7.19% | 2 |
|
|
2021
Q3 | $22M | Buy |
889,656
+21,336
| +2% | +$528K | 7.1% | 1 |
|
|
2021
Q2 | $21.9M | Sell |
868,320
-52,548
| -6% | -$1.32M | 7.37% | 1 |
|
|
2021
Q1 | $22.4M | Buy |
920,868
+233,283
| +34% | +$5.67M | 8.76% | 1 |
|
|
2020
Q4 | $14.7M | Buy |
687,585
+10,812
| +2% | +$231K | 6.41% | 2 |
|
|
2020
Q3 | $13.9M | Buy |
676,773
+30,804
| +5% | +$631K | 6.55% | 2 |
|
|
2020
Q2 | $11.1M | Sell |
645,969
-172,608
| -21% | -$2.98M | 6.38% | 2 |
|
|
2020
Q1 | $12.3M | Buy |
+818,577
| New | +$12.3M | 10.84% | 1 |
|