SC
Stephens Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Sell |
2,704
-726
| -21% | -$19.2K | 0.02% | 162 |
|
|
2025
Q1 | $95.9K | Sell |
3,430
-9,893
| -74% | -$277K | 0.02% | 143 |
|
|
2024
Q4 | $364K | Buy |
13,323
+5,195
| +64% | +$142K | 0.09% | 74 |
|
|
2024
Q3 | $687K | Sell |
8,128
-801
| -9% | -$67.7K | 0.18% | 46 |
|
|
2024
Q2 | $694K | Sell |
8,929
-1,299
| -13% | -$101K | 0.2% | 41 |
|
|
2024
Q1 | $825K | Sell |
10,228
-176
| -2% | -$14.2K | 0.25% | 35 |
|
|
2023
Q4 | $792K | Sell |
10,404
-461
| -4% | -$35.1K | 0.27% | 34 |
|
|
2023
Q3 | $769K | Sell |
10,865
-3,188
| -23% | -$226K | 0.31% | 34 |
|
|
2023
Q2 | $1.02M | Sell |
14,053
-5,515
| -28% | -$400K | 0.4% | 31 |
|
|
2023
Q1 | $1.43M | Buy |
+19,568
| New | +$1.43M | 0.86% | 23 |
|