Synergy Financial 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 | $202K | Hold |
7,633
| – | – | 0.15% | 111 |
|
|
2025
Q1 | $213K | Hold |
7,633
| – | – | 0.19% | 103 |
|
|
2024
Q4 | $209K | Sell |
7,633
-272
| -3% | -$7.43K | 0.17% | 96 |
|
|
2024
Q3 | $223K | Sell |
7,905
-75
| -0.9% | -$2.11K | 0.21% | 87 |
|
|
2024
Q2 | $207K | Sell |
7,980
-114
| -1% | -$2.96K | 0.22% | 80 |
|
|
2024
Q1 | $218K | Sell |
8,094
-672
| -8% | -$18.1K | 0.25% | 76 |
|
|
2023
Q4 | $222K | Sell |
8,766
-18
| -0.2% | -$457 | 0.27% | 79 |
|
|
2023
Q3 | $207K | Buy |
+8,784
| New | +$207K | 0.29% | 75 |
|
|
2022
Q3 | – | Sell |
-8,421
| Closed | -$201K | – | 90 |
|
|
2022
Q2 | $201K | Hold |
8,421
| – | – | 0.32% | 82 |
|
|
2022
Q1 | $221K | Sell |
8,421
-156
| -2% | -$4.09K | 0.23% | 94 |
|
|
2021
Q4 | $231K | Buy |
+8,577
| New | +$231K | 0.21% | 98 |
|