Tanglewood Wealth 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 | $283K | Hold |
10,677
| – | – | 0.03% | 36 |
|
|
2025
Q1 | $299K | Hold |
10,677
| – | – | 0.03% | 35 |
|
|
2024
Q4 | $292K | Hold |
10,677
| – | – | 0.03% | 32 |
|
|
2024
Q3 | $301K | Hold |
10,677
| – | – | 0.03% | 32 |
|
|
2024
Q2 | $277K | Hold |
10,677
| – | – | 0.03% | 28 |
|
|
2024
Q1 | $287K | Hold |
10,677
| – | – | 0.04% | 29 |
|
|
2023
Q4 | $271K | Buy |
+10,677
| New | +$271K | 0.03% | 29 |
|
|
2023
Q3 | – | Sell |
-10,677
| Closed | -$258K | – | 31 |
|
|
2023
Q2 | $258K | Hold |
10,677
| – | – | 0.04% | 27 |
|
|
2023
Q1 | $260K | Buy |
+10,677
| New | +$260K | 0.04% | 32 |
|