Squire Investment Management Company’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 | $911K | Buy |
34,359
+1,894
| +6% | +$50.2K | 0.34% | 40 |
|
|
2025
Q1 | $908K | Sell |
32,465
-369
| -1% | -$10.3K | 0.38% | 36 |
|
|
2024
Q4 | $897K | Buy |
32,834
+10,790
| +49% | +$295K | 0.39% | 34 |
|
|
2024
Q3 | $621K | Buy |
22,044
+3,612
| +20% | +$102K | 0.3% | 42 |
|
|
2024
Q2 | $478K | Hold |
18,432
| – | – | 0.27% | 41 |
|
|
2024
Q1 | $495K | Buy |
18,432
+2,052
| +13% | +$55.2K | 0.31% | 38 |
|
|
2023
Q4 | $416K | Buy |
+16,380
| New | +$416K | 0.34% | 37 |
|