Summit Securities Group’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 | $42.4K | Buy |
+1,600
| New | +$42.4K | 0.01% | 439 |
|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$32.8K | – | 917 |
|
|
2024
Q4 | $32.8K | Buy |
+1,200
| New | +$32.8K | 0.01% | 222 |
|
|
2024
Q2 | – | Sell |
-8,400
| Closed | -$226K | – | 636 |
|
|
2024
Q1 | $226K | Buy |
+8,400
| New | +$226K | 0.04% | 62 |
|
|
2023
Q1 | – | Sell |
-5,100
| Closed | -$128K | – | 1013 |
|
|
2022
Q4 | $128K | Sell |
5,100
-300
| -6% | -$7.53K | ﹤0.01% | 366 |
|
|
2022
Q3 | $120K | Buy |
+5,400
| New | +$120K | 0.01% | 332 |
|