Studio Investment 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 | $357K | Buy |
13,455
+1,016
| +8% | +$26.9K | 0.07% | 142 |
|
|
2025
Q1 | $348K | Buy |
12,439
+2,777
| +29% | +$77.6K | 0.07% | 138 |
|
|
2024
Q4 | $264K | Buy |
9,662
+368
| +4% | +$10.1K | 0.06% | 151 |
|
|
2024
Q3 | $262K | Sell |
9,294
-141
| -1% | -$3.97K | 0.06% | 151 |
|
|
2024
Q2 | $250K | Buy |
9,435
+2,772
| +42% | +$73.3K | 0.06% | 145 |
|
|
2024
Q1 | $179K | Buy |
6,663
+1,809
| +37% | +$48.6K | 0.04% | 157 |
|
|
2023
Q4 | $123K | Buy |
4,854
+495
| +11% | +$12.6K | 0.03% | 159 |
|
|
2023
Q3 | $103K | Buy |
4,359
+294
| +7% | +$6.93K | 0.03% | 159 |
|
|
2023
Q2 | $98.4K | Buy |
4,065
+558
| +16% | +$13.5K | 0.03% | 152 |
|
|
2023
Q1 | $85.5K | Buy |
3,507
+486
| +16% | +$11.9K | 0.03% | 132 |
|
|
2022
Q4 | $76.1K | Buy |
3,021
+15
| +0.5% | +$378 | 0.02% | 128 |
|
|
2022
Q3 | $66.6K | Sell |
3,006
-69
| -2% | -$1.53K | 0.02% | 131 |
|
|
2022
Q2 | $73K | Buy |
+3,075
| New | +$73K | 0.03% | 134 |
|