Strategic Financial Partners’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 | $267K | Buy |
10,085
+99
| +1% | +$2.62K | 0.12% | 68 |
|
|
2025
Q1 | $279K | Buy |
9,986
+89
| +0.9% | +$2.49K | 0.15% | 64 |
|
|
2024
Q4 | $270K | Buy |
9,897
+93
| +0.9% | +$2.54K | 0.14% | 63 |
|
|
2024
Q3 | $276K | Buy |
9,804
+189
| +2% | +$5.33K | 0.14% | 59 |
|
|
2024
Q2 | $249K | Hold |
9,615
| – | – | 0.14% | 59 |
|
|
2024
Q1 | $258K | Buy |
9,615
+72
| +0.8% | +$1.94K | 0.14% | 62 |
|
|
2023
Q4 | $242K | Buy |
9,543
+99
| +1% | +$2.51K | 0.14% | 62 |
|
|
2023
Q3 | $223K | Buy |
9,444
+84
| +0.9% | +$1.98K | 0.14% | 65 |
|
|
2023
Q2 | $227K | Buy |
9,360
+87
| +0.9% | +$2.11K | 0.13% | 66 |
|
|
2023
Q1 | $226K | Buy |
9,273
+78
| +0.8% | +$1.9K | 0.14% | 64 |
|
|
2022
Q4 | $232K | Buy |
9,195
+84
| +0.9% | +$2.12K | 0.14% | 63 |
|
|
2022
Q3 | $202K | Buy |
9,111
+84
| +0.9% | +$1.86K | 0.13% | 61 |
|
|
2022
Q2 | $216K | Buy |
9,027
+87
| +1% | +$2.08K | 0.13% | 60 |
|
|
2022
Q1 | $235K | Buy |
8,940
+57
| +0.6% | +$1.5K | 0.12% | 64 |
|
|
2021
Q4 | $239K | Buy |
8,883
+69
| +0.8% | +$1.86K | 0.12% | 65 |
|
|
2021
Q3 | $218K | Buy |
8,814
+69
| +0.8% | +$1.71K | 0.12% | 65 |
|
|
2021
Q2 | $220K | Buy |
8,745
+63
| +0.7% | +$1.59K | 0.12% | 66 |
|
|
2021
Q1 | $211K | Buy |
+8,682
| New | +$211K | 0.13% | 63 |
|