Stone Summit Wealth’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 | $333K | Hold |
12,561
| – | – | 0.1% | 117 |
|
|
2025
Q1 | $351K | Hold |
12,561
| – | – | 0.12% | 114 |
|
|
2024
Q4 | $343K | Hold |
12,561
| – | – | 0.12% | 115 |
|
|
2024
Q3 | $354K | Hold |
12,561
| – | – | 0.11% | 117 |
|
|
2024
Q2 | $326K | Sell |
12,561
-156
| -1% | -$4.04K | 0.12% | 116 |
|
|
2024
Q1 | $342K | Buy |
12,717
+672
| +6% | +$18.1K | 0.12% | 119 |
|
|
2023
Q4 | $306K | Hold |
12,045
| – | – | 0.12% | 122 |
|
|
2023
Q3 | $284K | Buy |
12,045
+894
| +8% | +$21.1K | 0.12% | 122 |
|
|
2023
Q2 | $270K | Buy |
+11,151
| New | +$270K | 0.11% | 124 |
|