Spire 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 | $5.05M | Sell |
190,652
-99,271
| -34% | -$2.63M | 0.18% | 106 |
|
|
2025
Q1 | $8.11M | Buy |
289,923
+8,817
| +3% | +$247K | 0.26% | 82 |
|
|
2024
Q4 | $7.68M | Sell |
281,106
-11,118
| -4% | -$304K | 0.24% | 90 |
|
|
2024
Q3 | $8.23M | Buy |
292,224
+5,925
| +2% | +$167K | 0.28% | 82 |
|
|
2024
Q2 | $7.42M | Sell |
286,299
-9,720
| -3% | -$252K | 0.26% | 86 |
|
|
2024
Q1 | $7.96M | Buy |
296,019
+7,830
| +3% | +$210K | 0.14% | 107 |
|
|
2023
Q4 | $7.36M | Buy |
288,189
+15,897
| +6% | +$406K | 0.24% | 85 |
|
|
2023
Q3 | $6.42M | Buy |
272,292
+10,107
| +4% | +$238K | 0.24% | 80 |
|
|
2023
Q2 | $6.35M | Buy |
262,185
+23,760
| +10% | +$575K | 0.23% | 88 |
|
|
2023
Q1 | $5.81M | Buy |
238,425
+95,001
| +66% | +$2.32M | 0.23% | 99 |
|
|
2022
Q4 | $3.61M | Buy |
143,424
+39,789
| +38% | +$1M | 0.2% | 111 |
|
|
2022
Q3 | $2.3M | Buy |
103,635
+8,343
| +9% | +$185K | 0.14% | 128 |
|
|
2022
Q2 | $2.28M | Buy |
95,292
+15,981
| +20% | +$382K | 0.09% | 187 |
|
|
2022
Q1 | $2.09M | Sell |
79,311
-178,110
| -69% | -$4.68M | 0.06% | 267 |
|
|
2021
Q4 | $6.94M | Buy |
257,421
+215,061
| +508% | +$5.79M | 0.15% | 149 |
|
|
2021
Q3 | $1.05M | Sell |
42,360
-2,001
| -5% | -$49.5K | 0.03% | 400 |
|
|
2021
Q2 | $1.12M | Sell |
44,361
-178,719
| -80% | -$4.5M | 0.03% | 397 |
|
|
2021
Q1 | $5.47M | Buy |
+223,080
| New | +$5.47M | 0.15% | 151 |
|