Straight Path 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 | $312K | Sell |
11,760
-327
| -3% | -$8.67K | 0.11% | 85 |
|
|
2025
Q1 | $338K | Hold |
12,087
| – | – | 0.14% | 70 |
|
|
2024
Q4 | $330K | Sell |
12,087
-1,506
| -11% | -$41.1K | 0.13% | 72 |
|
|
2024
Q3 | $383K | Buy |
13,593
+1,833
| +16% | +$51.6K | 0.17% | 60 |
|
|
2024
Q2 | $305K | Sell |
11,760
-27
| -0.2% | -$700 | 0.16% | 68 |
|
|
2024
Q1 | $317K | Hold |
11,787
| – | – | 0.18% | 68 |
|
|
2023
Q4 | $299K | Buy |
11,787
+27
| +0.2% | +$685 | 0.18% | 68 |
|
|
2023
Q3 | $277K | Buy |
+11,760
| New | +$277K | 0.19% | 62 |
|