Soundwatch Capital’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 | $2.78M | Buy |
35,035
+4,095
| +13% | +$325K | 0.47% | 41 |
|
|
2025
Q1 | $865K | Sell |
30,940
-4,148
| -12% | -$116K | 0.39% | 11 |
|
|
2024
Q4 | $959K | Buy |
35,088
+7,179
| +26% | +$196K | 0.1% | 15 |
|
|
2024
Q3 | $786K | Buy |
+27,909
| New | +$786K | 0.12% | 17 |
|
|
2024
Q1 | – | Sell |
-25,518
| Closed | -$648K | – | 24 |
|
|
2023
Q4 | $648K | Buy |
25,518
+16,245
| +175% | +$412K | 0.31% | 17 |
|
|
2023
Q3 | $219K | Buy |
+9,273
| New | +$219K | 0.05% | 26 |
|