Sovereign Financial Group’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 | $433K | Buy |
16,352
+1,314
| +9% | +$34.8K | 0.09% | 195 |
|
|
2025
Q1 | $420K | Buy |
15,038
+940
| +7% | +$26.3K | 0.1% | 184 |
|
|
2024
Q4 | $385K | Buy |
14,098
+5,899
| +72% | +$161K | 0.09% | 206 |
|
|
2024
Q3 | $231K | Buy |
8,199
+66
| +0.8% | +$1.86K | 0.05% | 256 |
|
|
2024
Q2 | $211K | Hold |
8,133
| – | – | 0.05% | 261 |
|
|
2024
Q1 | $219K | Buy |
+8,133
| New | +$219K | 0.06% | 260 |
|