Strategic Advocates’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 | $378K | Sell |
14,254
-361
| -2% | -$9.57K | 0.11% | 89 |
|
|
2025
Q1 | $409K | Sell |
14,615
-746
| -5% | -$20.9K | 0.14% | 80 |
|
|
2024
Q4 | $420K | Sell |
15,361
-14,681
| -49% | -$401K | 0.14% | 71 |
|
|
2024
Q3 | $846K | Sell |
30,042
-22,482
| -43% | -$633K | 0.3% | 49 |
|
|
2024
Q2 | $1.36M | Sell |
52,524
-38,955
| -43% | -$1.01M | 0.54% | 29 |
|
|
2024
Q1 | $2.46M | Sell |
91,479
-461,430
| -83% | -$12.4M | 0.95% | 24 |
|
|
2023
Q4 | $14M | Sell |
552,909
-5,562
| -1% | -$141K | 5.96% | 2 |
|
|
2023
Q3 | $13.2M | Buy |
+558,471
| New | +$13.2M | 6.2% | 2 |
|