Stokes Family Office’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 | $2.21M | Buy |
83,435
+1,266
| +2% | +$33.5K | 0.23% | 84 |
|
|
2025
Q1 | $2.3M | Sell |
82,169
-15,269
| -16% | -$427K | 0.26% | 78 |
|
|
2024
Q4 | $2.66M | Buy |
97,438
+86,185
| +766% | +$2.35M | 0.28% | 75 |
|
|
2024
Q3 | $317K | Buy |
11,253
+30
| +0.3% | +$845 | 0.03% | 187 |
|
|
2024
Q2 | $291K | Buy |
11,223
+2,250
| +25% | +$58.3K | 0.03% | 190 |
|
|
2024
Q1 | $241K | Buy |
8,973
+12
| +0.1% | +$323 | 0.03% | 206 |
|
|
2023
Q4 | $227K | Hold |
8,961
| – | – | 0.03% | 198 |
|
|
2023
Q3 | $211K | Hold |
8,961
| – | – | 0.02% | 298 |
|
|
2023
Q2 | $217K | Buy |
+8,961
| New | +$217K | 0.03% | 282 |
|
|
2022
Q2 | – | Sell |
-7,668
| Closed | -$202K | – | 289 |
|
|
2022
Q1 | $202K | Buy |
7,668
+168
| +2% | +$4.43K | 0.03% | 244 |
|
|
2021
Q4 | $202K | Buy |
+7,500
| New | +$202K | 0.03% | 240 |
|