Summit Financial’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 | $10.7M | Buy |
405,457
+16,226
| +4% | +$430K | 0.24% | 72 |
|
|
2025
Q1 | $10.9M | Buy |
389,231
+77,628
| +25% | +$2.17M | 0.31% | 62 |
|
|
2024
Q4 | $8.51M | Buy |
311,603
+275,174
| +755% | +$7.52M | 0.3% | 59 |
|
|
2024
Q3 | $1.03M | Buy |
36,429
+13,299
| +57% | +$375K | 0.04% | 255 |
|
|
2024
Q2 | $606K | Buy |
+23,130
| New | +$606K | 0.03% | 298 |
|